Task filters 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 Task Filters:
1. Select Tasks.
2. Select the filters next to the Filter by section.
3. Select a filter option to display tasks associated with that filter.
4. Select multiple filter options to display more specific task information.