InsuredMine CRM | Optimize and Grow Your Insurance Agency

Analytics in Task list 

Update – The Tasklist Analytics or task count will be shown in the List view 

Use case – View analytics on tasks and obtain a comprehensive one-stop overview. In addition, you can apply different filters to the task list to view only tasks that match specific criteria.

Process:

  • Navigate to Tasklist in the List view 
  • Group by Due date
  • Group by Priority 
  • Group the results by Status

  •       The result will show the number of pending and completed tasks.

  • You can apply filters of your choice with the corresponding count of tasks.

Related Articles

Would you recommend this article?

Related Categories

Contact Us

Looking for more information or want to try one of our paid plans?

EMAIL

PHONE

OUR LOCATION

Search
Generic filters

Most Search: Ams360Release Notes