Task overview page

All tasks in the CRM can be reviewed on the dedicated Task overview page.

Step-by-Step Instructions

1. Log into the CRM: Open your CRM platform and enter your login credentials.
2. Navigate to the Overview menu: On the left-hand side menu, locate the flag icon, which represents the Overview menu.
3. Open the Tasks tab: Within the Overview menu, click on the Task tab to access the Task Overview page.
4. Set your filters: On the Task Overview page, you can filter messages by:
   • Timeframe
   • Task status
   • Agent assigned to the task (available to admin users)
   • Main agent assigned to the lead (available to admin users)
5. Tasks can be sorted by due date, date created, subject, lead name (alphabetically) and task priority.
6. You can select multiple options in each filter for a more detailed view
7. Click Apply Filters to populate the results based on your selected criteria.

There are mass actions (push, complete, delete and assign "In progress" status for a task) available for the tasks, and an option to select all tasks before applying them. Alternatively, each task result has a checkbox next to it for a more refined selection:

Each task result consists from:

• Subject of the task
• Priority level
• Task status
• Date created
• Due date
• Agent assigned to the task
• Lead name (opens lead profile on click)
• Edit, delete and push icons