Task - view and reporting

New Contributor

Hello there,

I am new to the tasks and reporting and wondering if there is a way to

  1. view the task by filtering by a Property, a property that I have created not a system created one. My aim to prioritise tasks for the team with a focus on actively persued leads
  2. On the dashboard report, I can see my tasks but not for the whole team. Is there a way to view the whole team's tasks on the dashboard?

Many thanks


2 Replies 2
Community Manager

Hi @Rudysn,


You can filter tasks based off of the columns available in the tasks tool.


Screen Shot 2019-08-05 at 2.40.59 PM.png


In regards to viewing team tasks, if this is something you would like to see, I would recommend upvoting this idea. Currently the productivity report is the closest report available that I can think of. 


@Bryantworks and @Ben_M can you think of any other way to organize and view this information?



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Regular Advisor

Hey @Rudysn,


This filter along with the "Productivity" report and the "Incomplete tasks" report might be best suited here when you filter down for your team members.


Would something like that work?