Find a task

Tillgängligt i alla planerSå här gör duÖppna i DealJourney
  1. 1Open the task list.
  2. 2Type into Sök uppgifter… to match on the title.
  3. 3Narrow with the filters: assignee, Status, Prioritet and Projekt.
  4. 4Switch from Ingen gruppering to Gruppera efter status, Gruppera efter ansvarig or Gruppera efter projekt if you want the answer grouped rather than listed.

The count under the list — {{count}} uppgifter and Visar {{from}}–{{to}} av {{total}} huvuduppgifter — tells you how much you are actually looking at, which matters when a filter looks emptier than expected.

The three filters that answer most questions:

  • *What do I owe?* — assignee = you, status not Klar.
  • *What is stuck?* — status = Blockerad.
  • *What is late?* — sort by Förfaller.

Tasks for one customer or project are easier found from the record itself: open the customer or project and use its Uppgifter tab, which is already filtered to it. Inget projekt groups the ones attached to nothing — worth checking occasionally, since those are the tasks that get forgotten.

Filtering, saved views, columns and export work the same way here as on every other list: Filter a list

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