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I have built Todoist into a small CRM System. So I have a project named CRM, I have sub-task named for groups of propsects (lawyers, insurance, doctors, etc), and the sub-sub task with prospects company names. I used the notes section to keep track of contact info, track activies, store documents associated with this contact. When I have activity for this contact I just schedule the date and time, label it with CRM and appointment or phone call.

I built a filter that should show me just the appointments or just the phone calls associated with CRM Project, once filtered I can re-order them into the proper sequence.
I built a filter called CRM with a query of CRM & Appointments. Shouldn't this filter those task that have the labels CRM & Appointments? I get nothing. :-S

All responses

David Trey staff
Replied on Jun 11, 2014 - 17:22 UTC

Hello Barry,

Please tell me what's the exact content of the query you set up for this filter.

Searching for project names is not available right now (yet), but searching for labels is if you include an @ sign before the label's name - @CRM | @Appointments.


Best regards,
David

Barry McAlister premium
Replied on Jun 11, 2014 - 17:37 UTC

David,

That was it, i didn't include the "@" in front of CRM & Appointment, it works now.
In the video it indicated that you could query any word like "hotel". That was the reason that I didn't include the "@". How can your search engineer tell the difference? (star)

David Trey staff
Replied on Jun 11, 2014 - 17:48 UTC

Barry,

You can use any word without an @ ... but then it will not be a reliable search for a label, but just for this word and it could find tasks and task notes that contain CRM or similar words in them.

We use @ for setting and adding labels so the search works in the same way :-)

Feel free to check out this page for more information about filters: https://todoist.com/Help/Filtering


Best regards,
David

Barry McAlister premium
Replied on Jun 11, 2014 - 17:55 UTC

Thanks for your help. You know that eventually I will need a larger
Todoist.