The Tasks List displays outstanding Tasks for all clients across the practice.
You can filter the list, for example, by Client, Assignee or Delegator to monitor workloads.
The Status icon indicates whether a Task is "Not Started", “In Progress” or “Complete”.
Clicking on any Task in the workspace will open the Drawer so that you can Update Task details as required.
Watch the video below for an introduction to Navigating Tasks.For more information on creating, viewing and managing Tasks, refer to the section Tasks.