Shared guide

How to sort board data

Step-by-step guide covering: Click the BoardLeads section; Click the Sort button; Click the Sort button; Click the Due date option.

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Step-by-step Guide7 steps

  1. Click the BoardLeads section

    This action will direct you to the BoardLeads interface, allowing you to manage your leads and access related analytics.

    Click the BoardLeads section
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  2. 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.

    Click the Sort button
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  3. 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.

    Click the Sort button
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  4. 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.

    Click the Due date option
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  5. 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.

    Click here to sort tasks
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  6. 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.

    Click the Descending sort option
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  7. 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.

    Click the Save to this view button
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