Job Tasks Tab

The Job Tasks tab displays any Tasks filed against the job, including both stand-alone tasks, and tasks that have been created for emails and documents related to the job.

Job Tasks Layout

The Job Tasks tab displays as a List by default, while practices on the Pro and Elite plan also have the option of displaying Tasks as a Board view.

To change between the List or Board view, click the relevant List or Board button in the top right-hand corner. Your choice of List or Board will be retained.

When viewed as a List, Task information is displayed in columns, where users are able to sort, filter, add and remove columns. Refer to Using the Tasks Lists.

The Board is a "Kanban" style board, displaying Tasks based on the status. This view provides visibility over any bottlenecks for your practice. Refer to Using the Tasks Board.

Available to Pro and Elite plans only.

Job Task Functions

Toolbar

The toolbar contains a variety of functions to allow users to easily view and manage tasks. The available functions are dependent on whether List or Board has been selected.

Right-click on individual tasks in the List view to display the Toolbar as a menu.

Function	Details
Select all button	Used to bulk-select tasks in the list. (List only).
View selector	Displays the list of Task Views available to the list. Default views appear at the top of the View selector with a divider, followed by saved views.
Search tasks	Used to search Tasks. Type in the search terms and press Enter to filter tasks.
Delete	Used to delete the selected Tasks. This function can only be performed by the creator of the task or an FYI Admin.
Bulk Update	Allows users to apply updates to multiple tasks at a time, for example, to change the Assignee or Status. Select one or more tasks in the list to display the Bulk Update function. Bulk Update is not available in the Board view.
Task Link	Copies the link of the selected task to your clipboard and can be pasted outside of FYI, or used in emails to other internal users. 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. This is not available when more than one task has been selected in the list, or in Board view.
Cancel	Deselects the tasks selected in the list.
List or Board mode	Displays tasks in either a List, or a Kanban-style Board based on the Task Status.
Refresh button	Refreshes the Tasks to show updated information.
View tools	Allows users to reset the view to the default settings, or export the Documents List to a CSV file. Note: The "Save View" option is not available from the Job Tasks tab. Task Views must first be created from the Tasks List to be available to select in the Job Tasks List. View Tools are not available in Board mode.

Column Functions

The following Column functions are available when tasks are displayed in the List mode. For more details on using Task Lists, refer to Using the Tasks Lists.

Function	Details
List icon	Hover over the column heading and click the List icon. The following options will become available: Pin Column: One or more columns can be pinned to the left or right, similar to Excel's "Freeze Panes". Pinned columns are indicated by a vertical line in the list. Autosize This Column: Adjust the selected column width to fit the contents. Autosize All Columns: Resize all columns currently displayed to fit the contents. Note: Autosizing and pinned columns will reset to default settings upon leaving the list or changing views, unless the view is saved with the changes made.
Filter icon	The Filter icon is displayed as a funnel with three horizontal lines. Click the icon to filter the options as required, or click Reset to return to the default settings. When a column has been filtered, the Filter icon will be displayed in green. Note: If the icon is not displayed, that column cannot be filtered. Refer to *Sorting and Filtering Tasks Lists*.
Column Order	Drag and drop the column heading to change the order in which columns are displayed within that list.
Column Width	Drag the edge of the column heading to increase or decrease the width of the column. Tip: Double-click the edge of the column to automatically resize the width to fit all contents.
Adding Columns	Click the Columns tab on the left-hand side. Columns that are saved in the current view are displayed in alphabetical order. Search and tick additional columns in the list to add the Column to the view. Tip: You can search for columns at the top of the Columns tab.
Removing Columns	To remove a column from the list: Click the Columns tab on the left-hand side. Untick columns to remove them from the view, or Drag the column anywhere off the list area. The column will be removed and will display as unticked in the Columns tab.
Task Icons	The Jobs Task List will display various icons on the right to allow users to easily identify additional information about each task. For example, tasks created by an automation process will display the Automation icon. The Comments icon, a speech bubble, will be displayed where the task has comments. For a detailed explanation of each icon refer to List Icons.

Board Functions

The following functions are available when tasks are displayed in the Board mode.

Function	Details
Task Status	The Board View displays Tasks in columns based on the Task Status. To update the status of a Task, simply drag and drop the task into the relevant Status column.
Task Count	The count of Tasks within that column is displayed in a yellow circle on the top right of the column.
Task Card	Each task is displayed as a card, containing useful information relevant to the task: Client Client Group Task Name (click on the Task Name to display the Update Task drawer) Due Date Assignee Comments Category (if there is a Task Category "Priority" this will be displayed automatically)
Task Icons	The Job Tasks Board will display various icons on each Task Card to easily identify information. The Comments icon, a speech bubble, will be displayed where the task has comments.
Due Date colour	The colour of the Due Date will be displayed as follows: Shaded green if the Task is not due in the next 5 days. Shaded orange if the Task is due within the next 5 days. Shaded red if the Task is due today or the Due Date has passed.
Assigned Users	The user assigned to each task will be displayed as initials in the bottom right of each card.

Features