1. Home
  2. Using Mailbutler
  3. Dashboard
  4. How do I filter my Tasks and Notes in my Dashboard and Mobile App?
  1. Home
  2. Using Mailbutler
  3. Inbox Features
  4. Tasks
  5. How do I filter my Tasks and Notes in my Dashboard and Mobile App?
  1. Home
  2. Using Mailbutler
  3. Inbox Features
  4. Notes
  5. How do I filter my Tasks and Notes in my Dashboard and Mobile App?

How do I filter my Tasks and Notes in my Dashboard and Mobile App?

With Mailbutler you can add memos to emails (Notes) or turn messages into reminders (Tasks) in your inbox. Apart from your companion app, you can also find all your created Notes and complete/incomplete Tasks in your Dashboard/Mobile App.

This article shows you where to locate, filter and search them according to your needs.

Filter Tasks and Notes in your Dashboard

The instructions below show filtering Tasks. The same process can be applied to browse your Notes.

1. Login to your Dashboard.

2. Look for Tasks in your sidebar menu.

3. All your private and shared Tasks are shown here. To filter your search, click on the filter icon.

You can filter your search based on:

  • Complete status: filter to show only completed / incomplete Tasks.
  • Privacy: filter to show your private and/or shared Tasks.
  • Shared organization / team: filter to show Tasks shared in a specific organization or team.
  • Keyword: filter based on keywords or phrases in your Tasks.
  • Date range: filter based on created date.

Filter Notes and Tasks in your Mobile App

  1. Download the Mobile App in the App Store or Google Play Store.
  2. Go to either the Notes or Tasks tab, depending on what you’re searching for.
  3. Click on the filter icon, which is on the top right of your screen.

You can filter your search based on:

  • Note / Task creation: filter based on in the time frame in which the Note / Task was created.
  • Team Sharing: filter shows Notes / Tasks that were shared with no one (Mine), a specific person (User), a team (Team) or show all the shared Notes / Tasks (All).
  • Task Completion: filter to show only completed / incomplete Tasks.

(Learn more about what you can do in your Mailbutler Dashboard.)

Updated on 29 January, 2020

Was this article helpful?

Related Articles