How to Edit, Delete, or Archive a Recurring Task
To modify a recurring task, all changes should be made to the most recently generated task. This means that if the original task has already genereated a new task, edits should be made to the new task. Note: To archive a recurring task, you ...
My Tasks Section Overview
The My Tasks section at the bottom of your home screen displays all tasks that you are assigned. When your firm assigns you a Task, it is automatically routed to the My Tasks section to indicate that it needs your attention. When you complete a Task ...
Task Template Suggestions
Below you will find a variety of templates that you may want to add to your task template library. Copy and paste these just as they are, or edit them to add your personal touch! Task Templates Invoice task Subject Line: Monthly Invoice ...
How to Filter Tasks
Task filters will help locate specific tasks on your Tasks page. To apply the filters: 1. Click on the Tasks page on the left-hand side of the screen. 2. Click on a filter to display the filter options. 3. Click on a filter option to display tasks ...
Task and eDoc Description Templates
Task and eDoc Description Templates will save you time and standardize your client communications. Firms are supplied with a variety of customizable default templates, and have the option to build their own. Templates can be used all in tasks ...