Tips

How to Check the Status of Tasks That You Have Assigned?

DID YOU KNOW…

…That you can see the status of tasks you delegated in eWay-CRM? If you have a meeting and you need to go through unfinished tasks with your team, you will appreciate these steps:

  1. Open Tasks in their default view where you can see only unfinished tasks.
  2. Right-click the header of any column and select Filter Editor.
  3. Add ne condition to the existing one: You also want to display only tasks that has Due Date today or earlier. Please see the video to see the complete filter setting step by step.
  4. Confirm the filter.
  5. Right-click the Solver column and select Group by This Column.

For more advanced tips, go to our Knowledge Base.

 

Be effective! With eWay-CRM.

Martin Štefko
21. 1. 2020
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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table

Tips on Better Productivity

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