Managing Tasks

The tasks screen is the go-to task management tool for SuccessCycle activities and tasks, to-dos, or both, and includes the following functionality: 

• Role-based segmentation
• Ability to filter by task status (ie Complete, Incomplete, and All)
• Ascending/Descending sorting capabilities by: Due Date, Client Name, and Assigned to
• Ability to filter by custom dates
• In order to better understand the nature of a SuccessCycle item, Activities and Tasks display a hierarchy paper trail (ie SuccessCycle / Activity / Task), as highlighted below:

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• Items have a type icon to indicate task type

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