Task searching allows admins to efficiently manage tasks for themselves and their agents.
Admin can search tasks to locate the desired ones easily. To search tasks:
- Click [Search] to open the search field.
- 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:
- Use the Sort option to order tasks based on due date, location, transaction name or label, and more.
- Click your option of choice. Pipeline will sort the results for you based on your selection.