Search on Tasks Page

SUMMARY
Task searching allows admins to efficiently manage tasks for themselves and their agents.

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Search Tasks

Admin can search tasks to locate the desired ones easily.

  1. Click Search to open the search field.
  2. Type in your search operator by task or transaction name and click Search Tasks.

Sort Tasks

Admin can also sort tasks to locate the desired ones easily.

  1. Use the Sort option to order tasks based on due date, location, transaction name or label, and more.
  2. Click your option of choice. The system will sort the results for you based on your selection.