Explains Key Steps to Use Filters in the Remindoo Client Tab for Better Organisation
1. Locate the Filters Button 0:00
- Find the filters button at the top right of the client’s tab in Remindoo.
2. Add Filters 0:09
- Click on the filters button.
- Start adding filters according to your needs.
3. Select Assignees 0:29
- For example, choose ‘assignees’ and set it to ‘must contain any’.
- Click on random assignees to see how many tasks are assigned to them.
4. Save and Apply Filter 0:41
- After selecting your filters, click on the circle to save and apply the filter.
- You will now see only the filtered information.
5. Add Multiple Filters 0:52
- You can add additional filters as needed.
- Select or deselect filters based on your preferences.
6. Utilize the Filter List 1:00
- There is a comprehensive list of filters to choose from.
- Use these filters to find specific clients or tasks.
7. Conclusion 1:07
- Use filters to your advantage for efficient task management.
- Thank you for watching!
