How to create a Tasks Query

After creating tasks under Contacts > Database Management > Attribute Setup > Task Types, you may want to  run a query or report on those tasks. This article will walk you through the steps
 

 

1. Go to Control > Query >
2. Click New >  Select Tasks Query
3. Expand Tasks folder > Filter query by your criteria
4. Click Next > Select the fields you want to display or export
5. Click Next to sort your query OR skip and click Finish
6. Click Finish

Environment

 Chrome;Firefox;Internet Explorer;Opera;Safari
 Windows 7 (64-bit)
 Blackbaud Sphere

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