September 2021 - Filter Your Project Tasks by Rep

You can now filter your Sales tab > Projects' Tasks to view tasks for any user, not just the project's client or order rep!

How to filter your tasks

The Tasks tab shows uncompleted tasks, with the most overdue task listed on top.
This section can be sorted by:

• Client rep (including groups and inactive reps)
• Order rep (including groups and inactive reps)
• Any other rep (including groups and inactive reps)
• Project's stage