How do I filter tasks (all tasks vs. completed tasks)?
The Tasks filter lets you quickly switch between what still needs action and a history of what's already been done — useful for both daily work and reviewing a colleague's follow-up record.
1
Open the Tasks view from the left sidebar
Click Tasks in the left navigation. You'll see your full task list by default, which shows all incomplete tasks assigned to you.
2
Use the status filter dropdown to switch views
Near the top of the Tasks view, look for a filter dropdown — it typically defaults to Incomplete or All Tasks. Click it to reveal the options: Incomplete (active to-dos), Completed (finished tasks), or All (both combined).
3
Select "Completed" to review what's already been done
Choose Completed from the dropdown to see tasks that have been marked done. Each completed task shows the contact name, what the task was, and when it was completed — useful if you need to verify a follow-up was made or review a teammate's activity.
Pro tip: At the end of the week, switch to "Completed" and scan through what got done. It's a quick gut-check: are you completing follow-ups on the same day they were due, or are they all a day or two late? The pattern tells you where your process is leaking.