Tasks can be viewed from your Dashboard, Clients Workspace, Tasks Workspace, and from an open job in the Jobs Workspace.
Displaying Tasks from your Dashboard
The FYI Dashboard displays information related to tasks in the following ways:
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 icon is a bell located in the top right of the screen. It displays all system Notifications from FYI (for example, if you have been allocated a task or if someone updates a task that you have delegated to them). When notifications are sent, this shows in the Alerts icon as the number of notifications waiting to be read.
Status Icons are used to indicate the status of a task.
Displaying Tasks from your Clients Workspace
The Tasks tab in the Clients Workspace displays outstanding tasks for a selected client. This is a handy tool for monitoring workload by client across the team. By default the view displays Incomplete Tasks.
Displaying Tasks from your Tasks Workspace
Your Tasks workspace displays outstanding tasks for all clients across the practice. Filter the list by client or by user to monitor work that has been completed to date or that remains outstanding. By default the view displays Incomplete Tasks.
In the same way as on other lists. you can use the Add and Remove Columns to change which details display in a Task list. You can then save any changes made to the layout of a list as a Custom View with the Save View. Refer to Adding/Removing/Moving Columns in a List and Custom Views.