The Tasks page displays a list of all the tasks that have been created for your clients. Tasks are actions that need to be done during the course of your work. Tasks enable you to include your clients into your practice workflows, thereby simplifying and improving your relationship. UI Expand |
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title | Click Tasks to ... |
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| View your open tasks | Click Open tasks. All your open tasks are listed. Any outstanding tasks are identified with a grey icon. Any overdue tasks are identified with a red icon. If you have resent a task as a reminder, the alarm icon will appear for the task. Hover over it to see the date and time it was last resent.
| View your completed tasks | Click Completed tasks. | View more information about a task | Click on a task from the list. You'll be directed to another page where all the details - task information, signees (if appropriate), activity and any attached files associated with the task are displayed. To return to the Tasks page from the Tasks details page, you can do one of the following: - Click your browser back button.
- Click Back on the Tasks details page.
- Click Tasks on the left.
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| Image Removed | completed | Image Removed | overdue | Image Removed | outstanding | Image Removed | an overdue general task | Image Removed | an outstanding general taskImage Added | An outstanding Approval task that isn't overdue. | Image Added | A completed Approval task. | Image Added | An outstanding Approval task that is overdue. | Image Added | An outstanding General task that isn't overdue. | Image Added | A completed General task. | Image Added | An outstanding general task that is overdue |
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