FirmDash allows you to manage and track Tasks while on-the-go!
View the Tasks page:
Select the menu icon (three lines) in the upper-left corner of the screen.
Select Tasks.
View Open Tasks, Pending Review, and Archived Tasks using the tabs at the top of your screen.
Filter Tasks by selecting the filter icon on the right-hand side of the Tasks page.
Select filters by tapping on their name.
Clear filters by tapping Clear in the upper-right corner.
Select Apply to use filters.
View Tasks on the Contact level:
Select the Contacts page.
Search for the specific Contact.
Select the Contact to open their record.
Select the Tasks tab at the top of the screen.