Task Views and Filtering Tasks

The Tasks tab allows you to view and manage all tasks across organisations and individuals.

The default view displays all current tasks. The task buttons at the top right of the screen look like this:

You can apply various filters to the task view:

-          Service - select a specific service such as Payroll to narrow the view

-          Client, Contact, Prospect - select a record

-          Deadline – various options such as due next week or due within 60 days

-          User – all or pick one user

-          Status – incomplete, or 1 of 7 options including scheduled, started and completed

Sort Columns: Click any column header such as Client Name or Due Date to sort alphabetically or by date.

Use Column Chooser (middle button - book icon) at the top on the same line as the task filters.

Select which fields to show. Many fields are not checked in the default view. Columns can also be dragged to different positions as required.

Tip: Use the Reset button in the column chooser screen to revert to default display and clear any filters.