Displaying a Practice-wide Tasks List

The Tasks list displays tasks for all clients across the practice.


Using the Tasks List

  • You can filter the list, for example, by Client, Assignee or Delegator to monitor workloads.
  • The Status icon indicates whether a Task is "Not Started", “In Progress” or “Complete”.
  • By default, the view displays "Incomplete Tasks". You can change this to display "My Tasks", "Not Started" or "Overdue Tasks".
  • Clicking on any Task in the workspace will open the Drawer so you can Update Task details as required.

Status Column

In the Status column, the following icons are used to indicate the status of a task:


Tasks Created by an Automation Process

Where a task has been created as part of a process this shows the delegator as "System" and it displays with the View Process Checklist icon. Clicking the View Process Checklist icon displays the Client - Process History Checklist for the Process that created the Task. From the Client - Process History Checklist, the Task details can be displayed and if relevant, the Status changed. Refer to the Client Process History Checklist

Task Security

If Task Security has been enabled in the Practice Settings for your practice, the Cabinet column is automatically included in the Task views. Refer to Managing Tasks and Managing User Groups.

Click on any part of the task in the Tasks workspace to display Update Task in the Drawer. Refer to Updating and Actioning Tasks from the Drawer.

Task Link

In the Tasks list, you can use the Task Link button to create a hyperlink to the selected task. You can also right-click and select Task Link from the pop-up menu.

The Task Link is copied to your clipboard and can be pasted outside of FYI. A Task Link can be used in emails to other internal users to reference the task. When a user is directed to a document via a Task Link, this opens the Tasks list with the relevant task selected and the drawer open.

886 Task Link.gif

Searching and Filtering for Tasks

When applying a Filter to the Subject column in the Tasks lists, the Filter is always added with the qualifier "Contains".

  • Adding a filter for the Subject column also automatically adds this as the search criteria in the Search field.
  • Adding Search criteria, in the Search Tasks field, also automatically adds this as the "Contains" filter for the Subject column.

On a Tasks List, if you have entered search criteria in the Search tasks, or entered a Filter for the Subject, this is carried over to the Tasks Board if you display the Board.

On the Tasks Board, entering search criteria in the Search tasks and then displaying the List carries over the search and adds it to the Filter for Subject in the List.

Refer to Searching for Tasks, Sorting and Filtering Tasks Lists and Using the Tasks Board.

Changing the Column Widths

You can drag the edge of the column heading to increase or decrease the column width. You can also Autosize one or all columns to set the column width(s) to automatically fit the contents. Refer to Autosize Columns/Autosize All Columns in Using the Tasks Lists.

Changing the Columns Displayed in the Tasks List

You can change the columns displayed in the Tasks list. Refer to Adding/Removing/Moving Columns in the Tasks Lists.

Sorting and Applying Filters

You can sort and apply filters to relevant columns. Refer to Sorting and Filtering Tasks Lists.

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