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Managing Tasks
Managing Tasks
How to filter tasks
Erika Sanchez avatar
Written by Erika Sanchez
Updated over a week ago


Video coming soon


You will be able to manage your whole teams tasks by going to the Task page or individual sales team dashboard. 

  1. Click on "Tasks"

2. You can narrow all Tasks by users, task type, and task status

3. Click on the box next to each Task to Close

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