Viewing tasks assigned to a team

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.

To view tasks assigned to a team, you need to have sufficient rights in Sage CRM. For more information, contact your system administrator.

1. Click Team CRM | Calendar.

2. Click the Tasks calendar view.

3. In the top left corner, from the Team CRM for list, select the team whose tasks you want to view.
   To view tasks for all existing teams, select All Teams.
   To view tasks not assigned to any team, select --Unassigned--.
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.