Choose a task view
Open Core → Tasks, then select a tab:
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Open shows incomplete tasks.
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Today shows incomplete tasks with a due date today.
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Overdue shows incomplete tasks with a due date before today.
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Done shows completed tasks.
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All shows both incomplete and completed tasks.
Tasks without a due date can appear in Open or All, but do not appear in Today or Overdue.
Open, search, and Anyone work together to show the matching task.
Search for a task
Enter a word or phrase in Search…. Search checks task titles and descriptions.
The search applies within the tab and assignee filter you have selected. For example, a completed task will not appear while Open is selected, even if its title matches your search.
Filter by assignee
Open the assignee filter beside Search and choose:
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Anyone to include tasks regardless of assignee
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Assigned to me to see your own tasks
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A teammate's name to see tasks assigned to that person
If a task is missing
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Select All.
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Choose Anyone.
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Clear Search, or search a distinctive part of the task title.
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Check whether the task was completed or reassigned.
An unmatched search can produce an empty list even in All.
Open a task or related record
Select the task title or body to edit the task. Select a linked contact or company name to open that record.
Use the checkbox only when you intend to complete or reopen the task.