Gleantap Help Center
  • 👋Welcome
  • Popular Use Cases
  • ✅Product Updates
  • Getting Started
    • 🛠️Getting set up
      • 🧑Inviting Members
    • 🛠️Configure Email
    • 🛠️Configure SMS
    • 💬Configure AI Chatbot
    • 🔔Notifications
      • SMS Notifications
    • ☎️Setup Yealink Phone
  • Inbox
    • 📫Inbox Overview
    • 📫Filtering Conversations
    • 📫Open & Closed Conversations
    • 📫Auto-closing Conversations
    • 📫Tagging Conversations
    • 📫Group Messaging
    • 📫Pre-saved Templates
    • 📫Assigning Conversations
    • 📫Sending Emails
    • 📫Connect Social Channels
    • 📫Notifications
    • 📫Mobile App
    • 📫Setup Auto-Response
  • Integration
    • 🔗How to Integrate Gleantap with Ring Central
    • 🔗How to Connect other apps to Gleantap through Zapier
    • 🔗Push Data to Mindbody
    • 🔗Push Leads to ClubReady
    • 🔗Push Leads to Club Automation
    • 🔗Push Leads to Jonas
    • 🔗Push Leads to Gleantap
  • Tasks
    • ✔️Tasks Overview
    • ✔️Automating Tasks
    • ✔️Filtering
    • ✔️Notifications
  • AI Chatbot
    • 💬Train AI
    • 💬Custom Intents
    • 💬Tools
    • 💬Test Your AI Chatbot
    • 💬Embed Your AI Chatbot Widget
  • Campaigns
    • 📣Creating a Campaign
      • 📧Email Campaign
      • 📱SMS Campaign
      • 📲Keyword Campaign
      • 🆎A / B Campaign
    • 📣Email Campaign Stats
    • 📣SMS Campaign Stats
    • 📣Ongoing vs One Time
    • 📣Updating Campaign Status
    • 📣Working with Templates
    • 📣Sending a Test
    • 📣Creative Playground (AI)
    • 📣Campaign Suspended
    • 📣Email Reputation
    • 📣Quiet Hours
    • 📣FAQs
  • Audience
    • 🖥️Creating Segments
      • 📝Static vs Dynamic
      • 🧑Filter Options
      • 🧑Custom Attributes
    • 🖥️Segments Auto-Refresh
    • 🖥️Add / Remove from Segments
    • 🖥️Segment Report
    • 🖥️Using Segments
    • 🖥️Segment Folders
    • 🖥️Uploading a CSV
    • 🖥️Understanding Suppression
    • 🖥️Adding Contacts
    • 🖥️FAQs
  • Templates
    • 🗂️Creating Templates
    • 🗂️Sending a Test
    • 🗂️Duplicating Templates
    • 🗂️Copy to Other Workroom
  • Flows
    • 🖥️Creating a Flow
    • 🖥️Enrolling & Removing People from a Flow
    • 🖥️Enrolling & Removing People from a Flow
    • 🖥️Flow Report
    • 🖥️Editing Ongoing Flows
    • 🖥️FAQs
  • Forms
    • 📋Creating a Form
    • 📋Customizing Design
    • 📋Embedding Forms
    • 📋Notifications
    • 📋Trigger Flows or Campaigns
    • 📋Popular Use Cases
    • 📋Multi-Step Forms
  • Pages
    • 📝Creating a Page
    • 📝Customizing Design
    • 📝Adding Forms to Pages
    • 📝Copy to Other Workroom
  • Pipeline & Automations
    • 🖥️Pipeline Overview
    • 🖥️Configuring Stages
    • 🖥️Adding Contacts to Pipeline
    • 🖥️Automations
    • 🖥️Working on Contacts
    • 🖥️Assigning Leads
    • 🖥️FAQs
  • Appointments
    • 🖥️Appointments Overview
    • 🖥️Appointment Types
    • 🖥️Public Calendar
    • 🖥️Notifications
    • 🖥️Triggering Workflows
    • 🖥️Sync with Google & Outlook
    • 🖥️FAQs
  • Dashboard
    • 🖥️Marketing Dashboard
    • 🖥️Sales Dashboard
  • Reports
    • 📊Campaign Analysis
    • 📊Monthly Report
    • 📊Email Reputation
    • 📊Ratings & Reviews
    • 📊Pipeline Reports
    • 📊Appointment Report
    • 📊Tasks Reports
  • Scorecards
    • 🖥️Scorecard Overview
    • 🖥️Configure a Scorecard
    • 🖥️Add Custom Metrics
    • 🖥️Popular Scorecards
  • Reputation
    • ⭐Setting up Reputation
    • ⭐Dashboard
    • ⭐Reviews
    • ⭐Settings
  • Settings
    • 🖥️Changing Timezone
    • 🖥️Add / Remove Sub Users
      • Campaign Approval
    • 🖥️API
    • 🖥️Integrations
  • Marketing Best Practices
    • 📧Best Practices for Email
    • 📲Best Practices for SMS
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  1. Tasks

Filtering

Filters are a great resource to keep track of all tasks assigned.

PreviousAutomating TasksNextNotifications

Last updated 1 year ago

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Once tasks are assigned and the ball is rolling, you'll want to use filters to make sure you can keep track of all of the tasks assigned. You can adjust filters and your view at the top of this page, see below:

The first way to filter your tasks is based on due date, the type of task, the title, and when it was created. If this isn't what you are looking for, navigate to the upside down triangle by the green + button to see more options, shown below.

Here you can filter by who is responsible, the status of the task, and who created the task. Ultimately, it's up to you how you want to filter your page, but with these options you should have everything you need.

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