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Filtering Your Task List

It’s sometimes necessary to search through your task list, especially if you have a large number of tasks and need to manage them efficiently. Within the tasks screen as with many of the screens in Overture there are some filters that help you to search.

You can search by the contact that the task concerns, to do this type their name into the search box at the top of the screen this will auto suggest contacts for you to choose from. Once selected the name will appear with a green background and an option to remove using the cross located on the right. You can also add multiple names into the search to show tasks for more than one contact.

Using the dropdown options in the blue bar you can filter by Upcoming or Completed tasks. You can also select the task owner as shown below.

Further along you can filter by task category. These can be setup in the settings section of Overture, find out more with this help section article.

Updated on November 27, 2020

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