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.
- Display Tasks from your Home (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.