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
Share