Filter Tasks

This article will show how to add or remove filters from your task list. This will allow you to prioritize and complete tasks.

1. Navigate to the top, dark blue bar and select Tasks from the Sales dropdown.

 

2. From there, find the More filters option and select this.  

 

3. Click And from the options, this will allow you to add more filters. 

You can remove filters by hovering over one of the current filters and clicking the trash can icon

 

4. After selecting And, you will see a list of properties that you can filter by. This should help you narrow down your task list to prioritize. 

 

If you have any questions, please contact hubspot@claim-doc.com