Filtering tasks

Managing tasks in BoldSales is easier with built-in views, custom views, and customizable filters that help organize work and track deadlines. This guide explains how to access predefined views, create custom views, apply filters, and identify due or overdue tasks to stay on top of priorities.

Use cases

View tasks assigned to you

Use the My tasks built-in view to view all tasks assigned to you.

Find tasks without a due date

Filter by Due date is empty to locate tasks missing deadlines.

Create a custom view for high-priority tasks

Combine filters like Priority as high and Due date before today, then save as a custom view.

Built-in task views

BoldSales provides ready-to-use views for common needs.

How to access built-in views:

• Go to Activities > Tasks.
• On the left side of the tasks listing page, locate the Views panel.

Available built-in views:

• All tasks – Shows every task you have access to.
• My tasks – Shows tasks assigned to you.
• Overdue tasks – Shows tasks that have passed their due date.
• Upcoming tasks – Shows tasks scheduled for future dates.
• Today’s tasks – Shows tasks due today.
• Completed tasks – Shows tasks that have been marked as completed.
• Collaborative tasks – Shows tasks in which you are a collaborator.

Creating custom views with filter

If the built-in views don’t meet your needs, you can create personalized views with filters.

• On the left side of the listing page, locate the Views panel.
• Click Create. A Filter drawer will open.
• In the filter drawer, choose how the view should match and fetch the records:
  • Match all – Records must meet all conditions.
  • Match any – Records must meet at least one condition.
• Click the dropdown to select a field, define a condition (e.g., Is empty), and enter a value.
• Add more filters using Add condition, or another group using Add Group with And/Or logic between the groups.
• Click Save.
• A Create View dialog will appear. Enter the following details:
  • View name
  • Share with:
    Only me – Private view.
    Everyone – All users can access.
    Users/Teams – Share with specific users or teams.
• Click Save to finalize.

Finding due and overdue tasks

Staying on top of deadlines is crucial for task management. The system provides multiple ways to quickly identify tasks that are due soon or already overdue.

Use built-in views

Navigate to the Tasks module. Go to the views panel on the left side and select:

• Overdue tasks – Shows tasks that have passed their due date.
• Today’s tasks – Shows tasks due today.
• Upcoming tasks – Shows tasks scheduled for future dates.

Create custom views

• On the tasks listing page, click the Filter button.
• In the filter drawer, add conditions using the Due date field.
• Click Apply to view filtered results.
• You can then save this as a custom view for reuse.