The Tasks tab in the Clients Workspace displays tasks for a selected client. This is a handy tool for monitoring workload by client across the team.
The Client - Tasks list displays as follows.
Refer also to the articles in the section Using the Tasks Lists.
This article contains the following sections:
Status Column
By default the view displays "Incomplete Tasks". You can change this to display "All Tasks", "My Tasks", "Not Started" or "Overdue Tasks".
In the Status column, icons are used to indicate the status of a task as follows:
Tasks Created by an Automation Process
Where a task has been created as part of a process this shows the delegator as "System" and it displays with the View Process Checklist icon. Clicking the View Process Checklist icon displays the Client - Process History Checklist for the Process that created the Task. From the Client - Process History Checklist, the Task details can be displayed and if relevant, the Status changed. Refer to the Client Process History Checklist.
Task Security
If Task Security has been enabled in the Practice Settings for your practice, the Cabinet column is automatically included in the Task views. Refer to Practice Settings and Managing User Groups.
Click on any part of the task in the Client Tasks list to display Update Task in the Drawer. Refer to Updating and Actioning Tasks from the Drawer.
Task Link
In the Client - Tasks tab, you can use the Task Link button to create a hyperlink to the selected task. You can also right-click and select Task Link from the pop-up menu.
The Task Link is copied to your clipboard and can be pasted outside of FYI. A Task Link can be used in emails to other internal users, as a reference to the task. When a user is directed to a document via a Task Link, this opens the Tasks list with the relevant task selected and the drawer open.
Note: When displaying the Tasks list, and clicking on a client name, the Client workspace for the relevant client is opened and the Tasks tab is displayed automatically to show the Tasks for that client.