Can I filter tasks by due date?

Subject

Applies to: Admin/Branch Manager, Agent, All users
Purpose: How to Search for Tasks Using Filters
Location in Ricochet: Tasks Page

Description

These instructions describe how to search for task reminders by due date by navigating to the Tasks section, selecting a start date using the From calendar, adjusting the To date as needed, and viewing the matching task results displayed below.

Resolution

Optional: View the interactive tutorial for this process:

Click here to open the step-by-step tutorial in a new tab

1. To search for a task reminder by due date, click Tasks

2. Click the calendar icon on the left to choose the From date

3. The "To" date will automatically go to the present date. Click the right calendar icon to choose a new "To" date.

4. Sometimes choosing a date will result in no results. Click the right calendar icon again to choose a new due date.

5. The results of your search will appear below.