Displaying Tasks from your Home

Your Home displays information related to tasks in the following ways:

• My Tasks displays the tasks that have been delegated to you by others, or that you have assigned to yourself.
• Delegated Tasks display the tasks that you have delegated to other members of your team. If you have assigned a task to yourself, this is not included in your Delegated Tasks and is displayed in My Tasks.
• Notifications display tasks that you have been sent a Notification about. This Home tab can also be accessed by clicking on the Alert icon in the menu bar.

For practices on the FYI Elite plan, these tasks will include both client and employee tasks.

Tasks Layout

The My Tasks and Delegated Tasks Lists can be displayed in the List, Board, or Group mode.

Click on the relevant option to change the view as required. The options will change depending on the current view selected.

List Board Group

When List is selected, the My Tasks and Delegated Tasks tabs are displayed similar to below.

While displayed as a list, you can search, add columns and apply filters to the Tasks.

When Board is selected, the My Tasks and Delegated Tasks tabs display a Kanban Board. Refer to Using the Tasks Board. 

When Group is selected, tasks will be grouped on the My Tasks and Delegated Tasks tabs based on their Due Date. Tasks due today will appear first, followed by Past Due and Upcoming. Click on the headings to expand and collapse each section. For more information, refer to Using the Tasks Group.

For more information on using each of the different layouts, refer to the following:

• Searching for Tasks
• Sorting and Filtering Lists
• Adding, Removing, and Moving Columns in Lists
• Using the Tasks Board
• Using the Tasks Group

Working with Tasks

Making Changes to Tasks

On the My Tasks and Delegated Tasks tab, you can click the Status column to mark a task as “Complete”.

To update other details and to set a Task as "Complete" from other lists, display the drawer and update the details in the drawer. Refer to Updating and Actioning Tasks from the Drawer.

Tasks Created by an Automation Process

Where a task has been created as part of a process, the delegator will be set to "System", and the Automation icon will be displayed on the right. Clicking the Automation 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.

Employee Tasks

Plan availability: Elite Plan

For practices on the Elite plan, the My Tasks and Delegated Tasks tabs will also display any employee-related tasks. 

Please note that for employees:

• The Client column will display the employee's name. In the example below, Anna Jordan is the employee, while Frank Marshall, Lucy Marshall, and Innercity Electrical are clients. Click on the name to display the Employee - Tasks workspace. 
• The Client Group column will display the Team the employee is assigned to.

Notifications

The Notifications tab in your Home displays all system Notifications from FYI (for example, if you have been allocated a task or if someone updates a task that you have delegated to them).

If you have received a notification about a Task, you can open it from the Notifications tab by clicking the Notification title. This opens the Tasks list with the relevant Task opened automatically.

When notifications are sent, this shows in the Alerts icon (the bell icon) as the number of notifications waiting to be read. You can display the Notification tab by clicking the Alerts icon located in the top right-hand side of the screen. Clicking the Alerts icon displays your Home - My Notifications.