Displaying a Practice-wide Tasks List

The Tasks list displays tasks for all clients across the practice.

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

By default the view displays "Incomplete Tasks".

You can change this to display "My Tasks", "Not Started" or "Overdue Tasks".

You can filter the list, for example, by client, assignee or delegator. Where a task has been created as part of a process this shows the delegator as "System".

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

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 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.