Filter and Sort Agent CRM To Do Tasks

Users of Agent CRM can sort tasks using various criteria to help find tasks quicker or find a group of related tasks. This feature is only available for the Agent CRM product.

Filtering the Agent CRM Task List

1. Navigate to Control Panel > IDX > Leads > To Do.
2. Click the “FILTERS” button in the upper-right to open the Filter options.
3. Select a filter criteria by selecting an option for one of the dropdowns on the left-side, or selecting a tag on the right side.
4. Every time a criteria is applied, a grey chip will appear at the top of the Filter options screen to indicate what filters are currently applied. You can remove a filter by clicking the “x” symbol in any grey filter chip.
5. At the bottom of the Filter options screen, the blue “VIEW" button will indicate how many tasks match the applied filter criteria. To view the filtered tasks, click the “VIEW RESULTS” button to be returned to the task list.
6. Clicking the “CLEAR” button will clear all applied filter criteria.

NOTE: The number that appears in the “FILTERS” button in the upper-right of the lead search screen indicates how many filters are currently applied to the task list.

List of Filter Options

• Status - filter tasks by whether they are Open (Active) or Completed
• Associated Lead - filter task by lead associated with the task
• Priority - filter tasks by the flag priority status (red flag is priority on)
• Due today - filter tasks by whether they are due today
• Task Type - filter tasks by a type label that has been applied to the tag

Searching the Task List

1. On the “To Do” page, click on the search bar at the top labeled “Search Tasks”.
2. The search bar will filter tasks based on the text entered. The task search is based on the Title and Description text of the tasks.
3. You can use the search bar while having a filter in place to refine the search even more.

Sorting the Task List

1. On the “To Do”. page, click on the Sort dropdown in the upper right. The sort defaults to “By Due Date”.
2. You can toggle between the two sort options:
   • By Due Date - sorts tasks in chronological order, with tasks with an earlier date at the top, and tasks with the latest date at the bottom
   • Alphabetically - sorts tasks in alphabetical order based on their Title

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