Overview
The Task Overview Screen, or in other words, your Task List, is designed to streamline your workflow and keep you updated on all tasks at a glance.
Displays All Tasks: The Task Overview Screen shows all tasks assigned to you or your team. It’s a comprehensive overview of what's pending, in progress, or completed, with a task count displayed at the top.
Dynamic Updates: As you apply filters, the list dynamically updates to show only the tasks that meet your specified criteria. This feature helps you focus on tasks that are most relevant at the moment.
Key Features
Quick Updates from the Task Row: Without leaving the screen, you can update task statuses and other key details directly from each task row.
Use Filters for Customized Views: Apply filters to sort tasks by due date, priority, assignee, and more. This helps in prioritizing and organizing your workload.
Bulk Edits for Efficient Management: Select multiple tasks and make bulk edits – an efficient way to handle task updates without the need for individual edits.
Accessing the Task Overview Screen
To access the Tasks Overview Screen, navigate to Contacts > Tasks.
Video Guide
Tasks Overview Screen
You can find the following information on the Tasks Overview Screen:
Counts
View total counts for total tasks, overdue tasks, tasks due today, and upcoming tasks. The counts bar updates as you add filters.
Quick Filters
One-click pre-filtered lists
Queues
Lists for all Queues and My Queues where at least one task is assigned to you. Learn more about Queues.
Task List
Displays a list of all tasks and updates as filters are added. You can make updates to tasks directly from the Task row in the list, bulk edits, and more.
Managing Tasks
Editing a Task
Option 1: Click on the task field on a Task's row to revise them. For example. you can click on the
circle to quickly change the status.Option 2: Click on the name of the Task to open it's edit sidesheet.
Option 3: Click on the
more icon, then click Open or Edit.
Adding a Note or Subscriber to a Task
When editing a Task, you also have the option to add a Note or Subscriber to that specific Task. Learn more about adding Notes and Subscribers to Tasks.
Duplicating a Task
Click the
more icon, then click Duplicate.
Deleting a Task
Click the
more icon, then click Delete.
Bulk Actions
Use the
checkboxes to make bulk edits: delete, change status, change priority, or change assignee.
Filtering Tasks
Quick Filters
On the left sidebar, there are pre-filtered lists to give you one-click access to:
Filter | Filtered Results |
All Tasks | All Tasks for all internal users |
Your Todos | All Tasks assigned to you with the to-do status |
Your Tasks | All Tasks assigned to you |
Created by You | All Tasks created by you |
Your Teams Todos | All Tasks assigned to the Teams of which you are a member with the to-do status |
Your Teams Todos | All Tasks assigned to the Teams of which you are a member |
Advanced Filters
The Tasks module offers a range of advanced filtering options to help you efficiently navigate and manage your Tasks. Use the 
filter icon to open the advanced filtering. Here’s how you can use these options:
Assigned to: Filter Tasks based on the person or team they are assigned to.
Related to: Identify Tasks linked to specific external users.
Created by: View Tasks created by specific individuals, enabling you to follow up on Tasks initiated by you or your colleagues.
Status: Filter Tasks by their current status, such as 'In Progress,' 'Completed,' or custom statuses, to get a clear picture of ongoing efforts.
Priority: Prioritize your workload by filtering Tasks based on their urgency, such as 'High,' 'Medium,' or 'Low' priority.
Type: Filter Tasks by type for a more organized view, whether they’re administrative, outreach, or any other category.
Due: Utilize time-based filters 'Today,' 'Upcoming,' or 'Overdue' to focus on tasks requiring immediate attention or to plan.
Due Date: Select tasks with specific due dates to align your daily agenda.
Due Date Range: Plan for the short- or long-term by filtering tasks within a set date range, helping you stay on track with your deadlines.
Searching Tasks
On the Tasks Overview screen, use the 
magnifying glass icon to search for a specific task.
Pro Tip: Remember, your text based search will return results after searching task names, Element451 users and people. So searching "gmail.com" would return results that include and task name that contains "gmail.com," people with email addresses containing "gmail.com," and Element451 users with an email address containing "gmail.com."