Alexa Best Small and Medium Business CRM Software - ConvergeHub

Tasks Listing

You can get a complete view of the existing tasks through the tasks listing page. Name of the task, priority, status, start date and due date are all mentioned here. The listing of tasks can be viewed in in both column ConvergeHub and row ConvergeHub formats.
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  • You can perform a quick search by inputting a keyword in the search field.
  • You can also search your task by using various advanced search criteria through the Advanced search link.
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  • The various combination of advanced search criteria can be saved and edited with keywords of your desire and can be used to search repetitively.The keywords or phrase you have saved are available on the Saved Searches drop down.
  • By selecting check boxes beside the Tasks, you can select one/multiple tasks for mass update.
  • The tasks can be added to your favorites by clicking on ConvergeHub.
  • You can export any task to CSV ConvergeHub or PDF ConvergeHub format. You can also delete a task by clicking on ConvergeHub.
  • The task listing page is paginated and you can adjust the number of tasks displayed per page.
  • You can add a note/comment or reschedule any task by hovering the mouse on the concerned one.
  • The tasks listed can be filtered by selecting any option from the select drop down.
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  • Mass update can be carried out on one/multiple tasks by clicking on action drop down.
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  • New task can be added to the task listing page by clicking on the ConvergeHub tab.
  • The display of various fields can be customized by making mouse hover on ConvergeHub and then selecting the required fields you want to display.
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  • You can add comment, copy or reschedule a task by clicking on the select drop down.
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  • You can do inline edit ConvergeHub or delete ConvergeHub a task.
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