Displaying a Practice-wide Tasks List

The Tasks list displays 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”.
• By default the view displays "Incomplete Tasks". You can change this to display "My Tasks", "Not Started" or "Overdue Tasks".
• Clicking on any Task in the workspace will open the Drawer so that you can Update Task details as required.

Video Walkthrough
For a video walkthrough that includes this feature, refer to Displaying Task Lists Tutorial (5 min).

Status Column

In the Status column, the following icons are used to indicate the status of a task:

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 Managing Practice Settings and Managing User Groups.

Click on any part of the task in the Tasks workspace to display Update Task in the Drawer. Refer to Updating and Actioning Tasks from the Drawer.

Task Link

In the Tasks list, 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.

Expanding the Columns

You can expand the Subject, Client or Group columns by clicking the Expand icon in the column heading. This is useful if the Task has a long name, and also when searching to see which of the Tasks you are looking for are in the search results. Click the Expand icon again to return to the usual column width.

If you are saving the view, it can be saved with the columns expanded by saving the view with Save Advance Search selected. Refer to Saving Changes to the View Layout, Modifying and Deleting Views.

Changing the Columns Displayed in the Tasks List

Using the Columns function, you can include additional columns in the Tasks list. Refer to Adding/Removing/Moving Columns in a List.

You can also include the columns for Created on, Created by, Modified on and Modified by and you can sort and filter on these in the Tasks list.