Keep track of Tasks all from your phone! FirmDash lets you manage and track open tasks for the firm, all on the go.
To view the Tasks page:
- Tap the Menu icon (3 lines) in the upper left-hand corner of the screen.
- Tap Tasks.
- View Open Tasks, Pending Review, and Archived tasks using the tabs at the top of your screen.
- Filter tasks by tapping the filter icon on the right-hand side of the tasks page.
- Select filters by tapping on their name
- Clear filters by tapping Clear in the upper right-hand corner
- Tap Apply to use filters
Tasks are also found on the Account and Contact level:
- Tap the Accounts or Contacts page.
- Search for the specific Account or Contact.
- Tap on the Account or Contact to open their record.
- Tap the Tasks tab at the top of the screen.