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The Tasks hub is where you’ll find a list of all your tasks. Use the tools on the ribbon to export, search, and quickly create new records. The hub can be customized, sorted, and rearranged. See Customizing the Hubs for more information on how to change the look of the Tasks hub.

Double-click a task to open it. 

Tasks Hub Ribbon #

Icon	Name	Description
	Print	Save the current session and leave it open for reference or additional modifications.
	Export to Excel	Export the currently displayed sessions to an Excel file.
	Refresh	Refresh the grid to reflect any database changes that may have occurred.
	Delete	Delete the selected record. This will delete any associated records PERMANENTLY. Note: We recommend opening the record before deleting it to make sure it is the correct one. See also: Deleting a Task
	Search	Search by User, Department, Task Type, Task Status, Task Number, or Task Due Date. Narrow the search by using the following options: Assigned By Me – View only those tasks that were assigned by me. Pending – View only pending tasks.  Unlinked – View only tasks that aren’t linked to a client.
	Customize	Use these options to group, sort, and filter the list. See also: Customizing the Hubs
	Advance Status	Update the status of one or more tasks. New to 2023: you can now update the Department and User as well. Note: Task statuses may vary by task type, so tasks must be of the same type in order to update them together.
	Mark Read/Unread	Mark a task (or group of tasks) as read or unread.
	Appointment or Session	Launch the Scheduling Wizard to create a new appointment or session. See also: Scheduling Wizard
	Client	Create a new client. See also: Creating a Client
	Quick Sale	Create a new “Quick Sale” invoice that is not related to a client. See also: Quick Sale Invoices
	Task	Create a new task.
	Message	Create a new email or SMS text message.

Managing the Tasks Hub #

Sorting the List #

• Click on any column header to sort the list by that column.
• Click a second time to sort in reverse order.
• Narrow down the list by using the Search section of the ribbon. See also: Finding a Task

Changing the Layout #

• Rearrange the columns by dragging and dropping a column header to a new position.
• Resize columns by positioning the mouse between two column headers and dragging the bar.  

Choosing Different Columns  #

• To add or remove columns from the hub, click the down arrow in a column header and select Columns. Check the columns you want to see and uncheck the ones you don’t need.

 See Customizing the Hubs for more information on how to change the look of the Tasks hub.