Task filters allow you to plug the holes in your business and make sure nothing is left behind. You can filter for and create filter presets for your Lead Manager to check and make sure all leads have tasks before leaving for the weekend, save presets for your team to easily see what records are overdue and due today so they can prioritize, and more!
Just want to see how to create the filter presets shown in this video? Skip to Creating Overdue and Due Today Task Presets
Accessing Task Filters
To filter by task, select Records on the left side bar of your account and click Filter Records towards the top right of the page.
Next, click Add new filter block. Here you can select our Task filter options.
You can filter tasks by:
Task Count - minimum and maximum amount of tasks per record
Task - combines Task Name, Task Assigned to and Task Status
Task Name - Task name only
Task Assigned To - User or User role task is assigned to
Task Status - Due Today, Overdue, To do, or Date Range
Filtering by Task
Task combines Task Name, Task Assigned to, and Task Status filters. This filter option is an AND filter, meaning that only records that meet all options you enter will appear in the results. If you want to filter by Task Name OR Task Assigned to for example, you can add these filter options separately. When added separately they become an OR filter, meaning you'll see results for records that meet either criteria you select.
When entering a Task Name it will need to be the exact name of the Task. If you don't remember the exact name and the task was created from a task preset, you can go to the Task Page located on the left side bar of your account, click Configure presets and copy and paste the task name from there.
Once you've selected the options you want to filter by, select Apply Filters to see the results.
Creating Overdue and Due Today Task Presets
The filter presets shown in the video include filtering for overdue and due today tasks. By selecting the "me" assignee and saving these filter presets, it allows your whole team to use one filter to see their own tasks. When "me" is selected, any team member that uses the preset will see their own tasks.
To create these filter presets, first create a new task folder by selecting create folder, name as tasks. If you want this to be the first folder shown, name as 0. Tasks
Next, select the "Task" Filter block and include task assignee -> me and select the task status Overdue.
Click Save New, name the filter preset 1. My Overdue Tasks, select the 0. Tasks folder, then Save Preset.
To create the filter for due today, use the same filter options but select task status -> Due Today. Click the copy icon to Save New.
Name the preset My Due Today Tasks and select Save Preset.
Filtering by Task Count
The Task Count filter allows you to enter a minimum or maximum for property tasks. This option can be combined with any of our other filter options.
The Task Count filter option is especially helpful when combining with our Property Status filter so you can see if there are any records with the Lead status that do not have tasks associated with them.
Want to make sure no lead slips through the cracks? Have your lead manager filter records with 0 tasks and lead status at the end of each week so they can make sure all leads have tasks before going into the weekend.
Filtering by Task Name, Assigned To, or Status
When adding the task filters Task Name, Task Assigned to or Task Status separately, these become an OR filter. For example, Task Status of Overdue combined with Task Assigned to a certain user would return results for any records with task status overdue OR any records assigned to the user you're filtering by. Want to see results for Task Status AND Task Assigned To? Use the Task filter. The Task Filter combines Task Name, Assigned to and Status, when selecting these options in the Task Filter it will return results for records that meet all criteria you're filtering by.
When filtering by Task Name, enter in the exact name of the task. If you don't remember the exact name and the task was created from a task preset, you can go to the Task Page located on the left side bar of your account, click Configure presets and copy and paste the task name from there.
In this Example, the filter would return results for any records that have the task Make Offer assigned to them.
When Filtering by Task Assigned To, you can filter by the user name the task is assigned to, or by the role the task is assigned to.
Task Status allows you to filter by
Overdue - overdue or past due tasks
Due Today - tasks due on the current date
To Do - active tasks due today or in the future
Due Date - filter by a due date range
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