Your Tasks can now be categorised to the job they relate to, which is great for those practices wanting to be job-centric.
- Use bulk updates to change the due date and/or status of multiple tasks in a list
- Customise your task lists by adding or removing columns
- Change which details display and save them as a custom view
Learn more about FYI’s full task management functionality in the section Tasks.
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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Platform Admin
Setup and configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Merge Fields, New Collaborate, Tasks, In Tray, Templates