How to filter based on “Assigned to” in Tasks?

Tasks activity in Apptivo ensures complete information all the tasks handled across Apptivo. It is a single platform tracking all the tasks associated with different Customers, Contacts, Projects, and many more. You can filter the tasks based on Employees to whom the task is assigned.

• Go to the Tasks Activity in Apptivo.
• Here, select All Tasks from the left pane. You can see all the tasks assigned to different Employees in your Organization in Table View.

There is a filter to view the tasks based on the “Assigned To” Employees. Click on the filter icon.

Here, you can perform different actions:

• Select all Employees
• Select a particular Employee

Case 1: Select all Employees

When you select all Employees, you can see the tasks associated with all the Employees in your business.

Case 2: Select a particular Employee

On selecting a particular Employee, you can see only the tasks associated with a particular Employee.