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.
![](https://support.liscio.me/galleryDocuments/edbsna8bf1f41351d0f8d50e44cf2221bd34bd76889b887051b70a123616037ca7cc0b84b6b1d4504bdf3d73ab879e371307c?inline=true)
3. Click on a filter option to display tasks associated with that filter.
![](https://support.liscio.me/galleryDocuments/edbsncfb31ca0873abbf0d84d05dae45c3838e02a42d44a3fa312b23ca842d1feeaca56f4707d97b913866bad2a04f38d92e0?inline=true)
4. Select multiple filter options to display more specific task information.
![](https://support.liscio.me/galleryDocuments/edbsn98256f68f8aba5a2ac9930e8af11e87855e8809c5d9820e9b51270a249bb5c3a2ca9b14aca5fe0ad00420dd561629b73?inline=true)
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.