Find and filter tasks

Open Tasks from the sidebar.

Tasks keep track of work that needs a clear owner, status, and due date. A task can stand on its own or be linked to a customer conversation.

Read the list

Each row identifies the task and shows the information needed to prioritize it, such as status, assignee, due date, and related conversation when one exists. Select a task to open its details.

Filter tasks

Use the filter control to narrow the list by:

• Status, such as open or completed.
• Assignee, including tasks assigned to you or unassigned work.
• Due, such as overdue, due today, or another available period.

Apply the filters to update the list. Clear them to return to the complete view available to you.

Task visibility

You can see standalone tasks that are relevant to you and linked tasks whose conversation you can access. Resource restrictions continue to apply when a task is connected to Inbox data.

If Tasks is unavailable, the page explains whether the feature or your current access prevents it from opening.