TASKS: View to Group by related Opportunity / Contact / Project - Sort by earliest due date of task
Our tasks and often related to either a:
When looking at the tasks tab the sort order is by due date - but it's accross many different related Contacts / Opps / Projects.... so all a bit jumbled up.
What is needed please is a "View" that is
"My Open tasks grouped by Related Item, sorted by earliest Due date") that allows:
Tasks Group by Contact / Opportunity / Project + with those groups sorted by the one *earliest / most overdue task* related to that Contact / Opportunity / Project.
ie. (dates in MM/DD/YYYY)
Task 1 (related to Opportunity 1) Due date 1/1/2015 --- Opportunity 1
Task 2 (related to Opportunity 1) Due date 5/1/2015 --- Opportunity 1
Task 1 (related to Contact A) Due date 1/2/2015 --- Contact A
Task 2 (related to Contact A) Due date 3/1/2015 --- Contact A
Task 1 (related to Project ABC) Due date 1/3/2015 -- Project ABC
Task 2 (related to Project ABC) Due date 2/1/2015 -- Project ABC
This would allow a view that is both - what needs to be done asap... while still grouping the all the tasks by the Contacts / Opp / Project.