In Mando AI, the Tasks board has quick views, filters and a search box, so you can go from every task to the few that matter now. They work the same in the Board and List layouts.
Quick views
- All: every task on the board.
- Mine: tasks you own.
- Overdue: open tasks whose due date has passed.
- This week: open tasks due between yesterday and seven days from now.
Filters and search
- Any label: show only tasks with one label.
- Anyone: show only one teammate's tasks.
- Search tasks or customers: matches the task's title and description, and the customer's name or phone number.
Steps
- Open your AI agent, then go to CRM, then Tasks.
- Click a quick view: All, Mine, Overdue or This week.
- Optional: pick a label, pick a teammate, or type in the search box.
What you should see
The board shows only the tasks that match. The page's address keeps your view and filters, so you can share the link with a teammate.
Frequently asked questions
How do I see my tasks across all AI agents?
Use My tasks in your profile menu. It lists everything assigned to you across all your AI agents. See How to see all your tasks in My tasks.
Why is a task missing from the board?
It may be archived, or done more than 30 days ago. Done tasks leave the board after 30 days and archived tasks leave at once. See How to work through tasks on the Tasks board.