Begin by navigating the the Tasks page by clicking Tasks in the side navigational menu
From here open the desired task type
Filter/group your tasks as desired
Once you have finalized your filters, click the save icon in the top left toolbar. The save menu will appear.
Choose a name for the layout and, if desired, select a folder to store it in, then click Save.
Related Articles
Still having trouble?
Contact support using the chat widget and we can help you out!