Filter Tasks in Geta.ai

Why Use Task Filters?

Filtering tasks helps you quickly find and manage them based on type, priority, status, owner, and due dates.

Steps to Filter Tasks

1. Access the Tasks Module

• Log in to Geta.ai.
• Navigate to the Tasks section.

2. Use the Filter Options

At the top of the task list, you'll see dropdown filters:

• Task Type – Filter by To-Do, Follow-Up, Call, or Meeting.
• Priority – Show tasks by High, Medium, or Low priority.
• Status – View Pending, Completed, or Overdue tasks.
• Task Owner – Select tasks assigned to a specific user.

3. Filter by Due Date

You can also filter tasks based on deadlines:

• Overdue – View past-due tasks.
• All – See all tasks.
• Today – Show tasks due today.
• Tomorrow – Show tasks due tomorrow.
• This Week – View tasks for the current week.
• Calendar View – Select a custom date range.

4. View the Filtered Tasks

• Once you select filters, the task list updates instantly.
• You can reset the filters anytime to view all tasks.

Final Notes

✅ Quickly find tasks by applying multiple filters.
✅ Manage workload effectively by focusing on priority tasks.
✅ Use calendar view to plan long-term tasks.

This helps keep your workflow organized and efficient! 🚀