How to view mutiple users tasks

Snapforce CRM provides the option for you to filter more then one users tasks at once. 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 Assign to

4. In the second field's drop down select In (...)

5. In the third field type in each user id you would like to view. Put a coma in between each user id if you choose to view more then one users tasks at a time. Example: 8526, 8135, 8695

6. 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.

  1. Click Save.


After saving to see the custom view you have created navigate to the top right drop down arrow and select the task view you have just customized