Using the Tasks Hub #
Go to the Tasks hub by using
the hub menu (or click Go > Tasks
or press F11).
Search #
By default, the Search By field
is set to “Assigned to User” and the current logged-in user
is selected. You can also choose to search by the following: assigned
to department, task type, task status, task number, task due date, or
filter. Depending on what you choose to search by, you will either get
one or more drop-down lists to specify the search criteria or just a space
to type in. Choose or type in your criteria and then press Enter.
All tasks matching your request will be shown. To see your entire task
list again, clear out the criteria space and press Enter
again.
You can use any combination of the Assigned
By Me, Pending, and Unlinked options to narrow your
search.
View Options #
Click on one of the column headers to sort the list in ascending order.
Click again to sort in the opposite order. You can also click and drag
the column headers to change the order in which the columns are displayed.
For a Specific Client or Session #
Finding Tasks for an Individual Client #
To find a list of tasks related to a specific client, open the client
record and click the Tasks tab.
All completed and non-completed tasks related to this client will be shown.
Double-click on a line to view the task.
Finding Tasks for a Specific Session #
To find a list of tasks related to a specific session, open the session
record and click the Tasks tab.
All completed and non-completed tasks related to this session will be
shown. Double-click on a line to view the task.
