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How do I see what tasks are due tomorrow or this week?

Partners Team

When I go to the Tasks collection in ONTRAPORT it looks like all the Tasks are listed there. How do I sort them to see only the upcoming and not all the already completed ones?

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There are two drop down selection boxes to filter Tasks; select your choice of time frame from the Show Tasks dropdown. 

You can also filter by assignee in the Assigned To drop down. 

 

 

Or, create groups - by clicking the Manage Groups button, you can create groups of tasks based on a number of criteria such as assignee, outcome, status, and more for ideal organization.

Task Groups
Frank Hagan
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