Displaying All, Completed, and Open Tasks

You can filter tasks that belong to an record type such as accounts or contacts. You can display the following types of tasks:

• All tasks. Displays tasks sorted by the earliest due date first. Limited to a maximum of 25 tasks.

• Completed tasks. Displays tasks with a completed date and time earlier than the current date and time, sorted by the most recently completed task first. Limited to a maximum of 25 tasks.

• Open tasks. Displays tasks that have yet to be completed (either the completed date is null, or it occurs in the future), sorted by the task that is due the soonest. Limited to a maximum of 25 tasks.

Note: You can mark a task as Completed, by touching and holding a specific task on the Task List page, and selecting the Mark as Completed option. After selecting this option, Connected Mobile Sales updates the Task Status field to Completed, and refreshes the list. If the field has been exposed on the list, Connected Mobile Sales updates it on the list. If the Status is already marked as Completed, Connected Mobile Sales does not display the option.

To display filtered tasks, complete the following procedure.

To display filtered tasks

1. In the record type (such as account or contact), tap Related Items.

2. Tap Tasks.

3. Tap the List icon.

   1. In Android, tap the List icon at the top right of the screen, and choose Select.

   2. In iOS, tap the Tasks icon in the bottom bar and choose Select.

4. In the Select page, tap either All Tasks, Completed Tasks, or Open Tasks.