View and Filter Tasks on the Agent App

Summary

Learn how to filter tasks, show or hide filters, and view overdue items for easier task management.

This article covers:

• Overview
• Adjust the task view
• Filter tasks
• Preset due date filters

Overview

The task screen in the Agent App helps you manage tasks more easily and efficiently. You can now filter tasks by type, toggle overdue items, and use preset date ranges to quickly find what you need.

Adjust the task view

To make better use of your screen, you can show or hide the filter panel at any time.

To adjust your view:

• Tap Tasks
• Tap Hide Filter to collapse the filter panel and display the task list or

• Tap Show Filter to reopen it and configure your task filters

Filter tasks

You can now view your Lead Flow Tasks alongside other task types in the Agent App. Use filters to narrow down tasks by due date, type, status, or related category.

To filter tasks:

• Tap Show Filter at the top right of the task screen

Use the available filters:

• Due Date - Preset date filters make it easy to find tasks within a specific time frame
• Overdue - Toggle to show only tasks with due dates before today
• Type - Select from task types such as Call, Appraisal, or Email
• Status - Tap Incomplete to view open tasks or Complete for finished ones
• Related To - Select Lead Flow or Other

Once you’ve set your filters:

• Scroll down to view the filtered task list or Tap Hide Filter at the top right

Preset due date filters

Preset filters help you quickly view tasks based on timeframes.

Available presets:

• From Today - All current and future tasks (default)

• Before Today - Overdue tasks

• Current Week / Next Week / Previous Week - Tasks grouped by week