Overview
The Task Overview Screen, or 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 Internal and Contact tasks. It displays tasks assigned to you or your team, providing a comprehensive overview of what's pending, in progress, or completed, with a task count at the top.
Dynamic Updates: As you apply filters, the list updates to 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 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 prioritize and organize your workload.
Bulk Edits for Efficient Management: Select multiple tasks and make bulk edits – an efficient way to handle task updates without needing individual edits.
Preset Filters: By default, upon accessing the Tasks Module, you land on the Internal Tasks preset filter. You can use the left-hand menu to change the filter (including switching to Contact Task view).
Accessing the Task Overview Screen
To access the Tasks Overview Screen, navigate to Contacts > Tasks.
Task Overview Screen Components
Counts
View total counts for total tasks, overdue tasks, tasks due today, and upcoming tasks. The counts are dynamic and updated as you add filters.
Task List
Below the total counts is a list of all tasks and updates as filters are added. You can update tasks directly from the task row in the list, perform bulk edits, and more.
The default view for the task list is All Internal Tasks.
Quick Filters
Organized by Internal Tasks (individual and team) and Contact Tasks, the left-hand side preconfigured filters allow you to refine the task list quickly with a single click.
These filters are defined in a separate section later in this article.
Queues
Below the quick filters are Queues. Queues are divided into two tabs/lists—All Queues and My Queues.
My Queues displays queues where at least one task is assigned to you. Learn more about Queues here.
Managing Tasks
For Internal Tasks, the task side sheet features a "view profile" link for the "related to" contact, allowing you to open and view their profile quickly.
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 Task name to open its edit sidesheet.
Option 3: Click 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 or change status, priority, type, or 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 Internal Tasks | All Internal Tasks for all internal users |
Your Todos | All Internal Tasks assigned to you with the to-do status |
Your Tasks | All Internal Tasks assigned to you |
Created by You | All Internal Tasks created by you |
Your Teams Todos | All Internal Tasks assigned to the Teams of which you are a member with the to-do status |
Your Teams Todos | All Internal Tasks assigned to the Teams of which you are a member |
All Contact Tasks | All Contact Tasks for all contacts |
Subscribed Contact Tasks | All Contact Tasks to which you are subscribed |
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:
Type: Filter tasks by either internal or contact.
Assigned to: Filter Tasks based on the person or team they are assigned to.
Subscribers: View Tasks that have specific subscribers.
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.
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 a task name that contains "gmail.com," people with email addresses containing "gmail.com," and Element451 users with an email address containing "gmail.com."
The Tasks Module is only available with the Element Ignite and Engage packages.