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How to see all tasks in the account?
How to see all tasks in the account?

Demo how to see all tasks in the account

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a year ago

Question:

I want to see all tasks in the Quantive Results account. How do I do that?

Answer:

You can create a custom report and Filter by Tasks and Session(s).

Follow the steps below on how to create a custom report for Tasks.

  1. Navigate to Reports in the Quantive side navigation.

  2. Next click on All Reports.

  3. On the All Reports page, click on Create Report.

  4. Change your report name from Draft to All Tasks.

  5. In The Filters tab, select Show me: then select Tasks from the drop down menu.

  6. Next for your Session filter - select Active Sessions or select your individual session(s) you would like to see Tasks in.

    If you don't see the filter for Session, click the Add filter dropdown and select it, you can also get rid of the Owner field by selecting the trash can icon.

  7. Once you are done with the Show Me and Session filter selections you are done with your custom report and can now see All Tasks in your Quantive Account.

Here's a short demo video on the steps discussed above to create a custom report to view All Tasks:

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