How to use Tasks

To create and manage tasks, click on the “Tasks” tab on the left hand side. From here you can create tasks and subtasks, which you can link to specific clients (or keep as general tasks). You can give due dates and priorities to the tasks you create, assign them to other members of your firm. 

Under “Tasks due”, you’ll see 5 submenus - Today, Overdue (where the task’s due date has already passed), Future Tasks (incomplete tasks with a due date in the future), No Due Date, Completed and Calendar View.

Under “My Created Tasks” you can view tasks you’ve created, even if you have assigned the task to someone else in your firm. You can also check any deleted tasks under "Recently Deleted". 

Under "All Firm Tasks", you'll see an overview of all tasks.