Task Assignment Tab – Filtering Assignments


By default, the Task Assignment tab displays assignments for the current month. To modify the filters:

  1. Click the Filter icon.
  2. In the pop-up screen, locate the Date field to set the date filters.
  3. Choose a date range from the Range field and click the Apply button.
  4. The Task Assignment tab now displays data based on your selected date range.

Temporary vs. Permanent Filters

  • Clicking Apply updates the displayed data only while you remain on the Task Assignment screen. The filters will reset if you navigate to another tab or log out of Salesforce.
  • To save filters permanently, click the "Save Preferences" button (located near the filter icon) after applying the changes. A confirmation message, "Page Preferences saved successfully," will appear, indicating that your filters are now saved.




Please Note: The filter changes that you make in the My Task tab applies to All Tasks also.