How do I use the Tasks page?

Document created by Bridge Doc Team Employee on Apr 10, 2017Last modified by Bridge Doc Team Employee on Jul 21, 2017
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The Tasks page shows you all of your tasks in Bridge.

Note: Some features may be restricted based on permissions for your user role.

Open Tasks

Open Tasks

In the Training menu [1], click the Tasks link [2].

View Tasks

View Tasks

On the Tasks page, you can view the name of each task.

Sort Tasks

Sort Tasks

In the Search field [1], you can search for all tasks in the account.

In the Sort menu [2], you can sort tasks based on creation date, date of last update, or alphabetically by name.

Manage Tasks

Manage Tasks

To edit a task, click the name of the task [1].

To add a task, click the Add New Task button [2].

To delete a task, locate the task and click the Remove icon [3].

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