Searching Tasks

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Go to Task>> Task Listing
  • 3
    In the Search Tasks region, enter any of the following
    • Keyword (Name/Description contains this keyword)
    • Completion status: Yes/no, the default option is No
    • Priority
    • Requester (the contact who created the task)
    • Assignee (who is assigned the task)
    • Contact (Who the task is for)
  • 4
    Click Search button
     

    Note: Values displayed for assignees, requesters and contacts are calculated from real task data, which means you can only select the contacts who are already selected in tasks

    Task Priorities
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