Click the BoardLeads section
This action will direct you to the BoardLeads interface, allowing you to manage your leads and access related analytics.
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How to sort board data
Learn how to efficiently sort your board data in BoardLeads by navigating to specific views and utilizing the Sort button to organize tasks by due dates.
viktoriaLearn how to efficiently sort your board data in BoardLeads by navigating to specific views and utilizing the Sort button to organize tasks by due dates. This guide provides step-by-step instructions to enhance your workflow and prioritize your leads effectively.
Step-by-step Guide7 steps
Click the Sort button
Clicking the Sort button allows you to organize the tasks in the Leads section based on any column, helping you manage your workflow more effectively.
Loading screenshot…100%Click the Sort button
Clicking the Sort button opens a dropdown menu to choose the column by which to organize your tasks, allowing for better management of your leads.
Loading screenshot…100%Click the Due date option
By selecting the 'Due date' option, you will sort the tasks in your Leads view according to their due dates, allowing for better prioritization of your tasks.
Loading screenshot…100%Click here to sort tasks
Click this control to open the sorting options for tasks in the Leads view. You can choose to sort tasks by due date in ascending or descending order.
Loading screenshot…100%Click the Descending sort option
This will reorder your tasks in descending order based on their due dates, allowing you to view the most urgent tasks first.
Loading screenshot…100%Click the Save to this view button
This saves your current view settings, including sorting and filtering options, ensuring they are applied the next time you access the Leads table.
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