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FYI
Task Management
Task Management
Delegate, update and complete tasks. View outstanding tasks across the entire practice.
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 Dashboard
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
Task Notifications
