Ensure nothing falls between the cracks in servicing clients. View a complete list of outstanding tasks assigned to you, by client or across the entire practice, helping to track workload and efficiency of client service.
Watch this tutorial to learn how to:
- Display Tasks from your Dashboard (My Tasks, My Delegated Tasks)
- Display Tasks by Client
- Display Tasks on Jobs
- Display Tasks across the entire Practice
- Display Tasks from an Email, Document or Job
For more information, refer to the section Displaying Tasks.
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