Managing the Task List

Applies to:  R4 Version

1. Go to Tasks > View Task List
   

Task List View Parameters and Options

1) Choose the date filter for the tasks.

2) Option to view all or a specific user's tasks.

3) Type of tasks to be displayed (Call, Meeting, ToDo, Only Timeless, Cleared and Auto Email).

4) Priority filter of tasks to be displayed (High, Medium and Low).

5) Option to display either main contact or all contacts for the tasks.

6) Option to choose which Contact and Activity columns are displayed/hidden from the task view.  
NEW! Now you can add ANY Contact field to your Task List view.  Click the + icon at top middle and then pick the fields:

Then Click Save and see task info and contact info all in one view:

7) Control the number of task list items to be displayed per page.

8) Control the task list page view.

9) Complete button when clearing more than one task.

10) Delete button when removing more than one task.

11) Click the magnifier button to view more information for the task.

12) Click the "+" button to view more details for the task.

13) Button to toggle selection of all items/tasks in the current page.

14) Single task Complete and Delete buttons.