Search on Tasks Page

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

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Search & Sort Tasks

Admin can search tasks to locate the desired ones easily. To search tasks:

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

Admin may also sort tasks to locate the desired ones easily. To sort tasks:

  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.