Using Task Filters

Using Task Filters

Task Filters include: 

Type: Get a Signature, Manage To Go Items, Request Information  

Owner: The firm employee who is the Task Owner

Account: The Account (entity) to which the Task is associated.

Recurring Task: If selected, only recurring tasks will be displayed

To Apply filters: 

1. Click Tasks.

2. Click on each filter. 


3. Click a filter option to display tasks associated with that filter.


4. Select multiple filter options to display more specific task information. 



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