Managing Tasks in FirmDash

Managing Tasks in FirmDash

FirmDash allows you to manage and track Tasks while on-the-go!

To view the Tasks page:

  1. Tap the menu icon (three lines) in the upper-left corner of the screen.
  2. Tap Tasks.
  3. View Open TasksPending Review, and Archived Tasks using the tabs at the top of your screen.
  4. Filter Tasks by tapping the filter icon on the right-hand side of the Tasks page.
    1. Select filters by tapping on their name.
    2. Clear filters by tapping Clear in the upper-right corner.
    3. Tap Apply to use filters.

To view Tasks on the Account and Contact level:

  1. Tap the Accounts or Contacts page.
  2. Search for the specific Account or Contact.
  3. Tap on the Account or Contact to open their record.
  4. Tap the Tasks tab at the top of the screen.



Related article: Creating Tasks in FirmDash

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