Use saved task views

Manage actions, subtasks, dates, priorities and recurring work.

Tasks — PLM application screenshot
Tasks · Application screenshot
  1. Set the status, sorting and grouping you need.
  2. Save a named view such as Weekly calls.
  3. Open that view later and check its filters before interpreting the result count.

Example

Save Open supplier calls after setting its filters. On a later visit, completed calls may be absent because the saved status filter still applies.

Check the result: Open that view later and check its filters before interpreting the result count.