Q & A: How can I find my Tasks from the Pipeline level?

Magic Columns are the key to getting more information from Streak without any extra effort on your part. If you're looking to extract information about your Box contents and surface it at the Pipeline level- Magic Columns will do the trick! 

With a number of different Task related Magic Columns to choose from, you can quickly find Boxes that have incomplete Tasks, or even more important, Tasks that have been assigned to you that are now overdue! 


To view the Tasks that have been assigned to you, you will first want to add a new magic column to your Pipeline and select Task Assignees from the options.

After adding your Task magic column, you can then filter your Pipeline to show you all Boxes that contain a Task due within a selected time range that are assigned to you.

Once you have filtered your Pipeline for your Tasks, you can even save these results as a Saved View for future reference!


   Blog: Call Logs, Tasks, and Meeting Notes at Scale Part 1
   Blog: Call Logs, Tasks, and Meeting Notes at Scale Part 2
   Blog: New Magic Columns for Tasks

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