The Tasks view, accessed from the Tasks section within project or lead records has the following elements:
In the Filter panel the options to filter data in the dashboard are displayed. These elements are described below:
| Element | Description |
| This field allows users to enter text to filter tasks based on the entered data. |
| Organize tasks according to:
|
| Sort tasks according to: Name, Type, Due Date, Priority, or Assignee. |
| Filter tasks that match the specified task type. |
| Filter tasks that match the specified due date range according to a specific timeframe. |
| Filter tasks that match the selected priorities: Highest, High, Medium, Low or Lowest. |
| Filter tasks according to the selected assigned user. |
| Click this button to apply the filters. Results are displayed according to the selected filters. | |
| Click this button to remove applied filters. |
Additionally, a table displays all related tasks. The elements included in the table are described below:
| Element | Description |
| Collapsible/expandable sections containing a table of tasks grouped by status: In Progress: Displays the tasks in progress. Assigned: Displays the assigned tasks that users still need to manage. Snoozed: Tasks that are temporarily postponed by the user, until a specified date and time. When the snooze period ends, the platform automatically restores the task’s previous status. Pending: POR FAVOR INDICAR ESTE ESTATUS. Closed: Tasks that were completed by the assigned user. |
| Displays the total number of tasks for the status. The warning icon |
| Name of the task. Click the task name to open the Task Management Side Panel. |
| Displays the current task status. Available status are: Completed, Pending and Assigned. VALIDAR SI FALTAN STATUS |
| Displays the assigned user’s name. If the task has not been assigned, this field is empty. |
| Displays the type of task. |
| Date by which the task must be completed. |
| Displays the task priority: Highest, High, Medium, Low, Lowest. |