Skip to main content
All CollectionsCRM
How can I search for a task?
How can I search for a task?
Updated over 4 years ago

To search for a Task(s):
​

  1. Select [Tasks] on the system menu

  2. Click [Search Tasks]

  3. Select the relevant criteria for the Task(s) you are searching for

  4. Click [Search] to see a list of the Tasks which match your search criteria

NOTES:
​

  • You can also view your future tasks on the [My Tasks for the Next 6 Months] widget on your Home Page. 

  • Create a Tasks custom report to keep on top of certain types of tasks.

  • Click [Calendar] on your Home Page to view your tasks in calendar format.

Related articles:
​What is a task?
​How can I add a task and set a reminder?
​How can I create a custom report?

Related Articles
How can I search for a particular agent's properties?
Customising my Home Page
What is a widget and how can I customise my homepage?
How can I add a task and set a reminder?
How can I create a custom report?
Did this answer your question?