Task viewing

How to view tasks in boards

  • Find tasks using filters

    Last Updated: 11.03.2025

    To quickly find your tasks, use search filter criteria. You can also save frequently used filters to automate your search process.

  • View tasks

    Last Updated: 03.10.2024

    You can monitor your tasks and their data as they progress. In this article, we will overview how to navigate to your task board, select a display mode, and view task cards and their associated data.

  • Work with task history and comments

    Last Updated: 27.02.2025

    When managing projects, you need to track a multitude of tasks and interact with your team. To build your workflows effectively, you can view task history, leave comments, and attach documents to discuss them with the team.

  • Work with the calendar

    Last Updated: 03.10.2024

    Using the calendar in our CRM system, you can view tasks by date to effectively manage resources and schedule deadlines.

  • Export tasks

    Last Updated: 18.07.2025

    You can export tasks from SendPulse’s CRM system as a file to save key information, share it with other team members, create reports, or process it as a spreadsheet. This helps you analyze workload, allocate resources, or integrate with external systems.

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