Filter and sort tasks in Task Manager

Summary

Learn how to filter tasks in Task Manager using template groups, task criteria, and sorting tools to create a focused, actionable view.

This article covers:

• About Task Filtering
• View Tasks in Task Manager
• Filter by General Task Criteria
• Filter by Template Group
• Sort Filtered Results

About Task Filtering

The Task Manager includes a full filtering panel that helps you narrow large task lists into focused working sets.

Filters can highlight:

• Time-sensitive work
• Template-driven workflows
• Tasks assigned to a specific consultant
• Actions linked to contacts or listings

Combining filters with sorting creates a clear, actionable view that supports daily task flow.

View Tasks in Task Manager

To access the Task Manager:

• Go to: Tasks from the main navigation

The full filtering panel will appear, allowing you to refine task lists as needed.

Filter by General Task Criteria

General filters let you display only tasks that match selected conditions.

Available filters include:

• Fulltext Search - Search across all task fields using keywords to quickly locate specific tasks
• Due Date - Filter tasks by their scheduled completion date to focus on upcoming or overdue work
• Completed Date - Display tasks based on when they were marked as complete for historical tracking
• Contact - Show tasks linked to a specific contact for personalised follow-up
• Category - Narrow tasks by category tags for better organisation and segmentation
• Property - Filter tasks associated with a particular property listing
• Consultant - View tasks assigned to a specific consultant to manage workload distribution
• Status - Display tasks based on their current status (e.g., Pending, Completed, Overdue)
• Task Type - Filter by task type such as Call, Email, Web Enquiry, or Other types
• Related To - Group tasks by their workflow origin

Filter by Task Template Group

Use the Task Template dropdown above the 'Consultant filter' to focus on tasks linked to a single task template.

This option helps you:

• Display only tasks from one workflow
• Review staged campaign activity
• Work through template sequences end-to-end without distraction

To filter by template group:

• Click the dropdown arrow beside Task Template

Sort Filtered Results

After applying filters, use 'Order By' to arrange tasks into a working order.

To sort filters by order:

• Click Order By in the Task Manager toolbar

In the Order By window:

• Select the first column to sort (e.g., Template Group, Due Date, Task Subject)
• Select Ascending or Descending order
• (Optional) Click + Add Level to apply a secondary sort (e.g., first by Template Group, then by Task Subject)

• Click Confirm to apply sorting

You may also click directly on sort-able column headings. Click again to reverse the order.

Filtering and sorting in Task Manager gives you full control over how tasks are displayed, helping you focus on the work that matters most. By combining filters, template groups, and Order By, you can create a clear, actionable view that supports efficient daily workflows.