Quick Access to Recently Used Tasks and Views

Clicking the down arrow next to the Tasks menu option from any list or workspace gives you quick access to the Tasks Views and also gives you quick access to the last 5 Tasks you have used.

The Quick Access to Tasks displays as follows. Where there are more than 10 Views for the list, the View selector displays with a scroll bar.


From the Quick Access:

  • Click a Tasks View to display the Tasks list with that View selected.
  • Click one of the last 5 Tasks you have created or completed to display that Task in the Tasks list with the drawer open.

In the Quick Access drop-down, you can use the Search in the list of Views to find a View. Enter one or more characters to find the View(s) that contain what you have entered anywhere in the View name. Click the X in the Search to clear the search text.


Refer also to Quick Access to Views, Clients, Documents, Jobs, Tasks and Automation.


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