My Tasks screen is the place where probably you will spend most of your time: here you can filter and organize your tasks, check the ones you assigned to teammates (very useful to check how they are dealing with them), the ones you created and so on.
You can choose among a few view options to list only the tasks you’re interested in. They are:
Tasks can be sorted by due date, priority, etc. or group them by type, responsible, and so on. If the tasks are too many, you can easily search within them by using the search field, or you can apply real time filters like “due this week”, “created by me” and others choosing the relative option on the right of the screen.
As a manager you would need to check out the status of all open tasks assigned to a teammate across all projects. The sub-menu “Tasks” under the “Projects” section is where you can do just that. This screen will show the tasks on all the projects you and your teammates are working on. Similarly to “My Tasks”, it lets you sort, group and filter tasks in every imaginable way.
You can also see tasks connected to contacts, cases or deals – although with limited filtering capabilities – in the sub-menu “Tasks” under the “Contacts” section.