Viewing all my tasks (or CTAs) grouped by relationship and sorted by contract end date

  • 17 September 2018
  • 0 replies

Hi all

We are using the Relation object (a bit different than an account) and I'm trying to find a way to see all my to do's (whether its CTAs or tasks) grouped by relationship name and sorted by the contract end date. 

If I create several CTAs per relationship- I can't group by relationship and sort by end date. 

And If I create one CTA per relationship (with several tasks per CTA)- the tasks will be displayed forever, even after completion. (they remain crossed-off)

Do you have any suggestions about how to see all my relationships, sorted by end date and to see each relationships CTA or tasks?  It seems like a logical way to see all my to do's.

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