Hi All,
Is it possible to save a Filter for Tasks the way you can for People and Companies? When I click into Tasks it automatically shows only my tasks but both Open and Competed. It would be cool to save a few clicks and only see Open Tasks automatically.
Best answer by Michelle from Copper
View original
+7
Hi
You asked specifically about seeing only open Tasks - that’s actually one of our pre-made filters! I recommend you set it as your default filter, so that whenever you open your Task list, it’s the view that shows up.
To do this, click the button at the top left. The button will be named after whichever filter you already have set (“All Tasks” in the example below)
You’ll see a filter called “Open Tasks” and a star icon beside it. Click the star icon to make it your default filter!
Give it a try and let me know what you think :)
Wow thanks for the quick response
Have a great weekend.
+7
I’ll go ahead and mark my original response as “Best Answer” so that others can find it easily. Let us know if any other questions come up!
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