Navigation, views & staying on top of work
Learn how to navigate Task Manager efficiently, customise views, and manage your queue using sorting and alerts.
6 articles
- Tabs & Views: Navigating the Task ManagerUnderstand card view, list view, built-in tabs, and how to create custom saved views in the Task Manager.
- How to create a view with only emails receivedUse filters in Task Manager to build a custom inbox view that shows only tasks triggered by inbound emails.
- Understanding task counts and action counts in Task ManagerTask Manager shows two different numbers - task count and action count - this article explains what each one means and when to use it.
- Viewing a customer's tasks from the Customer HubEvery customer page in the Customer Hub has a Tasks tab showing that customer's open tasks, so you can see what's in flight without leaving the account.
- Notifications, Alerts & Unread IndicatorsLearn how the Task Manager's three notification systems work — the coloured dot, the new events banner, and scheduled deadline alerts.
- Task Queue SortingLearn how your task list is sorted by default and how to change the sort order to match your workflow.