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 associated with that filter.
4. Select multiple filter options to display more specific task information.
Overview of Filters:
- My Tasks
- Tasks assigned to me: To-Dos
- Tasks I've assigned: Any task you have assigned to a client or employee
- Type
- Get a Signature
- Manage To Go Items
- Request Information
- To Do
- Meeting: Virtual Meeting (Zoom), Calendly
- eDoc
- Invoice
- Owner
- Firm employee assigned task ownership who will be notified when the task is marked complete by your client.
- Account
- The account the task is associated with.
- Assigned To
- The client or firm employee to whom the task is assigned.
- Recurring
- If selected, only recurring tasks will be displayed.
Related Articles: Tasks Overview | My Tasks Section Overview
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