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Viewing open tasks

Hi Insightly. I am looking at my tasks and trying to show open tasks and hide closed ones (or at least send them to the bottom). Of all of the filter options, none are open/closed. How can I view my open tasks please?

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  • Hey Julian,

    You should be able to see open tasks in the Task dropdown as seen below. If you do not see that please let us know.

     

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  • Hi; 

    Are there any "view: options for the tasks menu...as to the expired ones in RED and so on...

    also, are you able to receive an alert for your close to expire tasks or should you go to review your tasks panel.

    (free version)

    Thanks;

    Carlos 

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  • Hi Carlos:

    There isn't an option to color code the views in Insightly. You can create Custom List View to only show a specific subset of Tasks. For example, Tasks that were due before today's date:

    You can't set a reminder for close to expiring Tasks but you can set a reminder for Tasks that are assigned to you:

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