View upcoming Lead tasks

After adding the Lead category to your Lead workflow tasks, you can keep track of these lead tasks in the Tasks View.

1. Select Tasks from the left menu in Smokeball.
2. In the Categories drop-down menu, select 'Lead' (or your equivalent category for Lead tasks).
   

Create a Lead Tasks View

Create a new "Lead Tasks" view that is already set up to show tasks in your Lead category, so you do not have to filter them manually each time.

1. To create a Lead Task view, select Add new view at the bottom of the filter column.
2. Select all required filters in the Status, Created and Other sections.
3. Ensure the Categories dropdown has the Lead category.
   
4. Select Add to my Views to save. When naming the view, name it Lead Tasks or something similar.

When accessing the My Views section, you can see at a glance the number of lead tasks.

Edit the Lead Tasks View

To edit your existing Lead Tasks view:

1. Hover your mouse over the view name.
2. Select the arrow icon to expand the view filters.
   
3. Make changes to your filters, then select Save View.
4. To rename the view, right-click on the name and select Rename.