The Tasks list displays outstanding tasks for all clients across the practice.
Filter the list by Client or by User to monitor workloads.
- My Tasks displays tasks that have been delegated to you by others, or that you have assigned to yourself.
- Delegated Tasks displays tasks that you have delegated to other people.
- The Notifications tab displays all system Notifications. For example, when you have been allocated a task or if someone updates a task that you have delegated to them.
- The Alert in the top right-hand corner shows when you have received a notification.
Watch our 1 minute video below for the Introduction to key concepts: Navigating Tasks:
The Getting Started with Tasks User Guide provides a broad introduction to key concepts related to managing tasks in FYI, including delegation, notifications and tracking.
Refer to Getting Started with Tasks
Additional articles related to tasks can be found in Tasks and Comments