Current & Past Due Task View, with Recurring Tasks

Hello, is there a way for us to have a view that includes, say, just tasks due this week and that are overdue? Also, I notice that when it's a recurring task, the due date is the final due date, not the next one. So if we are doing a recurring task every week, it is showing a due date in Dec, rather than this week.

Thank you.

Liz Cox August 13, 2014 22:38 Answered

Hi Liz,

Great question! To create a view click on the current view and New or Save View As. See link: http://screencast.com/t/G4OudF7qeo0e.

1) View that includes only tasks due this week, navigate to a Due Date column and filter by: This week > Save. See link: http://screencast.com/t/k9DUc3WaWIIj.

2) View with tasks that are overdue, add a column Status and filter by: At Risk > Save.

For further clarification, please hop on one of our daily Q&A webinars (see the link-> http://www.clarizen.com/live-demo-europe.html ) and ask for a demo. These are great resources for free consulting with our Customer Success Managers and visual answers to your questions.

All the best,

Diana

Diana Sandura August 14, 2014 13:17 0 votes

Post

Current & Past Due Task View, with Recurring Tasks

1 comment
Date Votes

Current & Past Due Task View, with Recurring Tasks

1 comment Date Votes

1 comment
Date Votes