Filtering tasks by user, action, and status

You can view tasks assigned to a particular Sage CRM user. You can also filter tasks to display those with specific action or status.

This method allows you to view only those tasks that have a due date set. To view tasks without a due date, follow the steps in Viewing tasks without a due date.

1. Click My CRM | Calendar.

2. Click the Tasks calendar view.

3. Search for and select the Sage CRM user whose tasks you want to view:
   1. In the Find text box in the top left corner, type the name of the user.
   2. If My CRM for list is not updated automatically, click to find the user.
   3. Select the user from the My CRM for list, and then click . The calendar displays tasks for the user.
4. Optionally, you can filter the tasks in the list:
   • To filter tasks by action, select an action type from Action .
   • To filter tasks by status, select a status from Status.
   • To display overdue tasks for the past 90 days relative to the selected day or week, select Show Overdue Tasks. Overdue tasks are shown in red. These are the tasks whose due date has expired and whose status is not Complete or Canceled.
     Overdue tasks whose due date has expired today are shown in red even if Show Overdue Tasks is cleared.
5. To open a task, click the task subject.