Filter Tasks Due

Snapforce CRM provides the option for you to filter due tasks. All user levels have access to this. 

1. Login to Snapforce CRM with credentials. 

2. On the home dashboard navigate to Activities.

3. Click on Tasks

4. On the task dashboard page navigate to the right and click New Custom VIew.

5. Complete the form:

Step 1 - Under Title: Name your new view

Step 2 - Select which fields you would like to display. The fields we Recommend are Task Title, date/time created, Assign To, Date/Time due and date completed.

Step 3 - Specify FIlter Criteria

1 .Filter by owner: Select all records

​2. Default Per Page : You can change the number to however many tasks you want to view on each page.

3. In the first filter criteria field in yellow, for the first drop down arrow select Date Time Due.

4. In the second field's drop down select Greater Then.

5. In the third field type the date you would like to use .Then type the time you would like to see all tasks due after. The date and time format is importantt. Type it as the year first ,month then the date. Type the time as if you wanted to see all tasks due after 1am you would type it as 01:00:00 Example:2016-03-30. This view will show you any tasks due greater then the date and time you have selected.

  1. Next you can choose whether or not you want to make the customized task list the default view , If you want to do so just click the Make default view checkbox.
  2. Click Save.

Notes: 

After saving the custom view you have created navigate to the top right drop down arrow and select the task view you have just created, then you will see all the tasks due greater then the date you have selected.