AntCRM - How to filter and download Task list?

How to filter and download Task list?

1. Filter tasks by using basic filters

Step 1. Open Tasks page

Step 2. At the basic filter, enter/choose information to filter

You can filter task according to: 

• Task ID

• Task category

• Employee

2. Filter task by using the filter in the Information Column

Step 1.  Open Tasks page

The task list display page with information columns

Step 2. Depending on the information you have, choose to search by that column. You can filter by many columns at the same time.

AntCRM supports searching by all columns of information such as: Term. Content, Task creation date, In charge, Related customers, Task status, Priority, Task assignment date.

Note: By default, the system only displays a few columns of information, to open additional columns of necessary information, follow the instructions here. 

For example, you want to filter Tasks that have status is "Closed" and responsibility is "Binh Le".”

• Choose status “To do” at the status column 

• Continue to select employee "TT Phong" in the In charge column.

3. Download task list 

Only Owner and Admin have permission to export Tasks

Step 1. At the task list (filtered or unfiltered), press Export button

Step 2. Customize download information if desired:

• Field options for export: choose the information columns you want to download

• Export type: All company tickets (limit to 10,000 tasks) or download according to current filter. 

• File name: Enter the desired file name or use the name that the random system has available.

Step 3. Press to complete.