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  1. FYI
  2. Tasks and Comments

Tasks and Comments

Create, delegate and view tasks. Notifications when tasks are completed. Use Comments for questions and commentary.

Overview

  • Tasks Overview
  • Using the Task Drawer
  • Quick Access to Recently Used Tasks and Views

Using the Tasks Lists

  • Using the Tasks Lists
  • Searching for Tasks
  • Sorting and Filtering Tasks Lists
  • Adding/Removing/Moving Columns in the Tasks Lists
  • Using the Tasks Board

Displaying Tasks

  • Displaying Tasks from your Home
  • Displaying a Practice-wide Tasks List
  • Displaying Tasks by Client
  • Displaying Tasks from an Email or Document
  • Displaying Tasks by Job

Creating Tasks

  • Creating a Stand-Alone Task
  • Adding a Task to an Email or Document
  • Adding a Task to a Job
  • Creating Tasks from the Task Templates List

Working with Tasks

  • Updating Tasks from Lists
  • Updating and Actioning Tasks from the Drawer
  • Completing a Task
  • Using Comments on Tasks
  • Tasks Bulk Update
  • Task Notifications

Task Templates

  • Setting up Task Templates
  • Creating and Maintaining Task Templates

Comments

  • Comments and Notifications
  • Adding Comments and Notifying Team Members

FAQs - Tasks and Comments

  • Why am I not receiving email notifications for Tasks or Comments?
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