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FYI
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