How to Filter Task Data

Article author
Learning Center Mekari
  • Updated

Tasks in Qontak CRM has a filter feature that can make it easier for you to find several tasks with certain specifications that can be arranged according to your wishes.

Follow these steps to use the Task data filter feature on your Qontak account:

  1. Go to Task menu to open the Tasks database that you have.

  2. To filter a task, click the "Filter" symbol.

  3. After that, the filter settings will appear. You can fill in the existing filter fields, according to your needs.

  4. Then, to apply the filter, click “Apply” or click “Reset” to cancel the filter settings.

    Check Save as Default, if you want to temporarily filter tasks.

  5. Then, the Task criteria that will be displayed will match the filter you apply.