Skip to content
English
Sign in
Contact us
  • There are no suggestions because the search field is empty.

Pipeline View of Tasks Assigned to You and Your Team

The Tasks page provides two display modes: List View and Pipeline View. In this article, we’ll focus on how to use the Pipeline View to efficiently manage tasks for yourself and your team.

Like the Contacts and Transactions pipeline views, the Tasks pipeline view gives a clear, visual overview of tasks organized by status. You can also toggle between My Tasks and Team Tasks to keep track of what’s assigned to you—or collaborate and follow up on team responsibilities.

To get started:

  1. Click Tasks (📌 top-right corner).

  2. Switch to Pipeline View if you’re not already there.

Tasks - Introduction - Pipeline View of Tasks Assigned to You and Your Team 1

The Pipeline View arranges your tasks into four columns based on their status, allowing you to quickly update their status by dragging them between columns.

Tasks - Introduction - Pipeline View of Tasks Assigned to You and Your Team 2

  1. Status: Pipeline View organizes your tasks into the following status-based columns:

    • To Do

    • In Progress

    • Done

    • On Hold (for tasks that need to be paused or temporarily delayed)

    • No Status (for tasks that haven’t been assigned a status yet)

    You can easily drag and drop tasks between columns to update their status.

    Tasks - Introduction - Pipeline View of Tasks Assigned to You and Your Team 3

  2. My Tasks vs. Team Tasks

    Toggle between:

    • My Tasks – Only shows tasks assigned to you.

    • Team Tasks – Displays all tasks across the team.


    Tasks - Introduction - Pipeline View of Tasks Assigned to You and Your Team 4

  3. List View vs. Pipeline View

    Use the toggle button to switch between:

    • List View – Traditional table layout.

    • Pipeline View – Drag-and-drop visual board.


    Tasks - Introduction - Pipeline View of Tasks Assigned to You and Your Team 5

  4. Sorting Options: In Pipeline View, you can sort your tasks to find the most relevant ones easily. Here are the available sorting options:

    1. Order by Assignee Last Name (A-Z) – Sort tasks by the assignee’s last name in ascending order.

    2. Order by Due Date (Oldest First) – Sort tasks by their due date, from the oldest to the most recent.

    3. Order by Due Date (Most Recent) – Sort tasks by their due date, from the most recent to the oldest.

    4. Order by Date Created (Most Recent) – Sort tasks based on the creation date, showing the most recently created tasks first.

    5. Order by Last Updated (Most Recent) – Sort tasks by the most recent update date.

    6. Order by Last Updated (Oldest First) – Sort tasks by the most recent update date, from the oldest to the most recent.

    These sorting options allow for a customized view, helping you stay organized and prioritize your tasks efficiently.

    Tasks - Introduction - Pipeline View of Tasks Assigned to You and Your Team 6

  5. Edit or Delete Tasks

    Each task has action options:

    • ✏️ Edit – Opens the Edit Task drawer.

    • 🗑️ Delete – Permanently removes the task. 

    Tasks - Introduction - Pipeline View of Tasks Assigned to You and Your Team 7
    In the following animated GIF, we'll demonstrate the Edit option.

    Tasks - Introduction - Pipeline View of Tasks Assigned to You and Your Team 8

  6. Open Contact Detail

    Clicking a contact’s name on a task opens the Contact Detail page in a new drawer.

    Use the ''X" button to return to your previous view.

    Tasks - Introduction - Pipeline View of Tasks Assigned to You and Your Team 9

  7. Quick Actions on Linked Contact

    Available options for instant action:

    • Send Email

    • Send Text

    • Add Note

    • Add Task

    • Log a Call

    • Call Contact

    • View Contact

    • Send Partner Report Email (if the contact is a partner Learn more)


    Tasks - Introduction - Pipeline View of Tasks Assigned to You and Your Team 10

Send Email, Send Text, Add Note, Add Task, Edit Contact – Access these actions directly from the pipeline view, allowing you to quickly communicate or make updates without leaving the page. This saves time and keeps you focused on managing tasks and contacts efficiently.

👍  This concludes a walk-through of the Task Pipeline View