How to View, Filter and Search Your Tasks

The Tasks page

Open Tasks to see your tasks grouped by when they are due:

• Overdue, with how many days late
• Today
• Tomorrow and later dates
• No due date

The summary at the top shows how many tasks are open, overdue and due today. When nothing is left, you see All caught up.

Filter

• Open or Completed tasks
• My Tasks or tasks Assigned to a specific teammate
• Select Clear filter to see everything again

Search

Use Search tasks, people… to find tasks by title, assignee or contact.

On the Dashboard

The Upcoming tasks panel on your Dashboard shows what is next on your plate. Mark tasks done right there, or select View all to open Tasks.