Get started

HTML Wrap

class	section group

HTML Wrap

class	col span_3_of_5

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

expanded	true
title	Click Tasks to ...

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.

UI Expand

title	Task status icons

	An outstanding approval task that isn't overdue.
	A completed approval task with a future due date.
	An approval task (whether outstanding or completed) with a due date that has passed.
	An outstanding general task that isn't overdue.
	A completed general task with a future due date.
	A general task (whether outstanding or completed) with a due date that has passed.