Task filters will help locate specific tasks on your Tasks page.
To apply a filter to help find a Task:
1. Select the Tasks page on the left-hand side of the screen.
2. Select a filter to display the filter options.
3. Select a filter option to display tasks associated with that filter.
4. Select multiple filter options to display more specific task information.
Overview of Filters:
My Tasks
Tasks assigned to me: To-Dos
Tasks I've assigned: Any task you have assigned to a client or employee
Type
Get a Signature
Manage To Go Items
Request Information
To Do
Meeting: Virtual Meeting (Zoom), Calendly
eDoc
Owner
Firm employee assigned task ownership who will be notified when the task is marked complete by your client.
Account
The account the task is associated with.
Assigned To
The client or firm employee to whom the task is assigned.
Recurring
If selected, only recurring tasks will be displayed.