FYI Help Center home page
Submit a request
Sign in
  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

  • Working with Tasks
  • Using the Task Drawer

Creating Tasks

  • Creating a Stand-Alone Task
  • Adding a Task to an Email or Document
  • Adding a Task to a Job

Displaying Tasks

  • Quick Access to Recently Used Tasks and Views
  • 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

Managing Tasks

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

Comments

  • Comments and Notifications
  • Adding Comments and Notifying Team Members
FYI