How to Find and Manage Your Tasks in Brokerkit

Summary

This article provides guidance on how to find your tasks within the Brokerkit platform.

Finding Your Tasks

To locate just your tasks in Brokerkit, follow these steps:

1. Navigate to the Task Section:

   • Ensure you are in the Task section located on the left side of the screen.

2. Filter Your Tasks:

   • At the bottom of the task page, use the filter settings to display tasks. You can choose to show:
     • All tasks
     • Tasks assigned to you
     • Tasks assigned to you + Unassigned
   • Make sure your filter is set to "just yours" to view only your assigned tasks.

3. Check Task Tabs:

   • Look at the top of the task page where there are tabs for tasks due today and tasks due later. Ensure you are checking the correct tab for the tasks you need.

4. Utilize Search Options:

   • If you are looking for specific tasks, you can use the general search or advanced search options. These allow you to find tasks by:
     • Status
     • Priority
     • Category
     • Owner
     • Specific date ranges (start and end dates)

Conclusion

By following these steps, you can efficiently find and manage your tasks within the Brokerkit platform. If you have any further questions or need assistance, feel free to reach out for support.