Answered

View another team members Tasks

I need to be able to select a team member, and view all their open Tasks, as I could in the old insightly. When our team has an abundance of Tasks, I need to be able to view the Tasks associated with each person, not the massive list of all open Tasks. 

0

Comments

3 comments
  • You can create a custom "List View" (click on that gear icon) and have a filter for a particular team member. Or create a view for the whole team and group by team members. Or is that still not quite what you need?

    1
    Comment actions Permalink
  • Perfect. I created a "List View", and added the filters Task OwnerEqual To Name of User

    Now when I want to view one of my employees tasks, I just view their List that I have created. 

    Thanks! 

    0
    Comment actions Permalink
  • Yep, and you might also try filtering on "User Responsible" and also only showing where the status isn't Complete.

    0
    Comment actions Permalink

Please sign in to leave a comment.