Viewing all my tasks (or CTAs) grouped by relationship and sorted by contract end date

  • 1
  • Question
  • Updated 4 weeks ago
Hi all
We are using the Relation object (a bit different than an account) and I'm trying to find a way to see all my to do's (whether its CTAs or tasks) grouped by relationship name and sorted by the contract end date. 

If I create several CTAs per relationship- I can't group by relationship and sort by end date. 
And If I create one CTA per relationship (with several tasks per CTA)- the tasks will be displayed forever, even after completion. (they remain crossed-off)

Do you have any suggestions about how to see all my relationships, sorted by end date and to see each relationships CTA or tasks?  It seems like a logical way to see all my to do's.
Photo of Boaz Arad

Boaz Arad

  • 84 Points 75 badge 2x thumb
  • frustraited

Posted 4 weeks ago

  • 1

Be the first to post a reply!