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Hide Past Tasks by Default

Hide past tasks by default to prevent previously created tasks from appearing in client and candidate views. This helps keep task lists focused on current and active items.

This article uses candidates for demonstration purposes. The same steps apply when managing tasks for clients.

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click Candidates in the navigation bar.


Step 2: Click the candidate in the list for whom you previously created the tasks.


Step 3: Click the icon next to the To Do heading as shown in the screenshot below.


Step 4: Click the gear icon next to the Hide past tasks checkbox.


Step 5: Check the Hide past tasks by default checkbox. The settings will be saved automatically, and past tasks will be hidden by default.


Step 6: To view past tasks, uncheck the Hide past tasks checkbox.


All the past tasks will be displayed successfully.