Using Task Filters
Task filters will help locate specific tasks on your Tasks page.
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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