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.