How to Filter Tasks

In the User area, navigate to Tasks on the left hand side. Under all Task submenus, you can click in the top right on the filter icon to filter for specific tasks. You can filter by; which client(s) the tasks are linked to, the task creator, the created date of the task, the tasks due date, who assigned the task, who the task is assigned to, task status and the priority level of the task. Once you’ve entered the relevant fields you wish to filter for, click save at the bottom, and you’ll see the relevant task(s).