InsuredMine CRM | Optimize and Grow Your Insurance Agency

Analytics in Task list 

Update – The Tasklist Analytics or task count will be shown in the List view 

Use case – View analytics on tasks and obtain a comprehensive one-stop overview. In addition, you can apply different filters to the task list to view only tasks that match specific criteria.

Process:

  • Navigate to Tasklist in the List view 
  • Group by Due date
  • Group by Priority 
  • Group the results by Status

  •       The result will show the number of pending and completed tasks.

  • You can apply filters of your choice with the corresponding count of tasks.

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