Geteilte Anleitung

How to filter and sort tasks

Step-by-step guide covering: Click the CRM link; Click the Tasks link; Click the Assigned to dropdown; Click here to search for tasks.

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·11 Schritte·7 Aufrufe·Veröffentlicht
Guide Video
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AI-narrated · Nova voice · English
Step-by-step Guide11 Schritte

  1. Click the CRM link

    Click the CRM link
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  2. Click the Tasks link

    Click the Tasks link
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  3. Click the Assigned to dropdown

    Click the Assigned to dropdown
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  4. Click here to search for tasks

    Click here to search for tasks
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  5. Click the Advanced filters option

    Click the Advanced filters option
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  6. Click the Edit filters option

    Click the Edit filters option
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  7. Click the Add filter button

    Click the Add filter button
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  8. Click the Task status filter

    Click the Task status filter
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  9. Click the Search field

    Click the Search field
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  10. Click the Task Status filter

    Click the Task Status filter
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  11. Click the Close button

    Click the Close button
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