Updating Tasks from Lists

Updating from your Home

From your Home - My Tasks or from Home - Delegated Tasks, you can update the Status, Due Date or Subject of a Task directly from these lists.

Video Walkthrough
For a video walkthrough that includes this feature, refer to Managing Tasks Tutorial (6 min).

You can use the Group button to group tasks by  Past Due, due Today and Upcoming. Or, click Ungroup to display the Tasks in descending Due Date.

Tasks Use the Status column on the left-hand side to mark that a task is “Complete”.

Click the Due Date field and select from the drop-down list to "Mark for Today" or move the Due Date forward a selected number of days.

To update the Subject, click the Subject field and enter or change the text.

Updating Tasks with the Drawer

You can make changes to Tasks with the drawer. Refer to Updating and Actioning Tasks from the Drawer.

To display the drawer:

• From your Home - My Tasks or Delegated Tasks, click on the Client or Delegator.
• From the Tasks list, click to highlight the task in the list.

Updating Multiple Tasks in a List

In the Tasks list, you can also select multiple tasks and use Bulk Update to change the details and/or the Status for more than one selected task at a time. Refer to Bulk Updating of Filing Details.

Deleting Tasks

If you are the creator of the Task or an FYI administrator, you can delete a task. Select one or more Tasks in a Tasks list and click Delete. To delete a single Task, you can also right-click and select Delete from the pop-up menu.