Tasks

Annotated description of the main Tasks page for your account

GovTribe helps you collaborate with team members on your account with a Tasks module, in which you and others can create Tasks for Pursuits and assign an Owner, due date, and more.

Tasks are created for each individual Pursuit on the Tasks tab of the Pursuit Detail page (Main Menu >> My GovTribe >> Pursuits >> click appropriate Pursuit >> click Tasks tab). Tasks can then be viewed and managed either in the same location, or on Main Tasks page for the entire account (Main Menu >> My GovTribe >> Tasks).

When a Task is created the Owner (assignee) receives an email notification, and when the Task is marked Complete, the Task’s creator receives an email notification.

Related Article: Step 3: Create Tasks, Manage Files, & Collaborate with Your Team

To access the Tasks Page:

Step 1. Go to: Capture >> Tasks.

The Tasks page will be displayed, which allows you to view and access Tasks on all Pursuits across your account.

Available Filters in GovTribe

The following filters can be applied to refine your view when working with pipelines, pursuits, or tasks in GovTribe. Use the Search Filters box to quickly locate a specific filter or scroll through the available list.

Filter Name

Description / Use Case

Completed

Filter by completion status. Show only completed or incomplete items.

Due Date

Narrow results to items with specific due dates or date ranges. Useful for tracking deadlines.

Owned By

View items assigned to a particular team member or owner.

Pipeline

Filter results to a specific pipeline, helping focus on one capture or sales workflow at a time.

Pursuit

Display items tied to a specific pursuit (opportunity).

Tags

Show items associated with one or more tags for quick organization or thematic grouping.

Tip: Multiple filters can be applied at once to create a more focused dataset — for example, showing pursuits “Owned By” a specific user with a “Due Date” in the next 30 days.

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