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Task search and sorting and navigating to a Deal or Contact
Task search and sorting and navigating to a Deal or Contact

How to use Tasks search and sort options and how to navigate from Task to Deal or Contact task is assigned to

Lilly avatar
Written by Lilly
Updated over a week ago

In Task screen at top right corner there are options sorted you can apply: by name (ascending and descending) and by due date (ascending and descending). You can also use them to present the list the way you like.

Also, on main Tasks screen there is an option which allows you to search desired tasks. You can search them by typing in the name of the task, which can help you to narrow the result list or pinpoint the exact task. Just click on the search icon in the top right corner and type in a search query in bracket that appears below:

Finally, when you open a task, if they are linked to a Deal or a Contact, the orange button on the screen will show the name. After you click on it, you will be redirected to a Deal or a Contact where task was set. From there you will be able to update yourself on the ongoing interaction prior of completing the task.
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