Task List

The Task List displays all assigned tasks, organized by due date. Tasks can be viewed by status, including overdue, due today, later this week, scheduled for the future, or without a due date.

Admin users also have access to view tasks assigned to other team members.

The Task List can be accessed by clicking the Tasks button at the top of the client list.

From the task list,

Filter for tasks marked with a star for priority. Then, choose to filter by client, due date, etc in order to narrow down the results.

If tasks are not assigned, choose the Unassigned option in the Assignee picker and add an assignee. This is an option for Managers and Admins only.

Common task lists can be saved as custom Task Views for quick access.

The task list allows folks to update tasks' due date, status, assignees, and sections in bulk. This is a great tool if a user would like to move a particular set of tasks to a new status, or a new section, as well as assign multiple tasks to a user at once.

From the bulk editor, users can also delete tasks in bulk by selecting the tasks, then choosing "Delete selected tasks." Tasks cannot be restored after being deleted.

The task list filters tasks based on user permissions. For example, a standard user would not be able to filter for tasks that are not assigned to them, or are related to a client that they do not have access to.

Control client access for Standard and Manager users under Practice Settings > Manage Users > Access (Quick link).

Within the task list, Manager users can view all client and firm tasks for clients that they have been given access to.

From the task list, Standard users can only view tasks that are assigned to them.