1. Go to Tasks
Click on "TASKS" in the left menu bar.
Click on "List" to view the tasks as a list.
Click on "Subject" to sort the list by subject.
Click on "Start Date" to sort the list by start date.
Click on "Due Date" to sort by Due Date.
Click on "Status" To sort by status.
Click on "Priority" to sort by Priority.
Click next to the "Showing x records" to select the number of records displayed per page.
By clicking on "Filter", you can choose to view tasks by owner: yourself, a selected user, or everyone in the firm.
By clicking on "My Tasks", you can view tasks assigned by you, assigned to you, or both.
You can view tasks by status: All, Active, Done, Closed, To Do, In Progress, Waiting on Someone, Deferred, Canceled, or Complete.
By clicking on "Due Status", you can filter tasks according to whether they are Past Due, Due Today, Next Week, Next Month, Next Year, Upcoming, or All.
Click on "Group By" to group by status, assignee, or not to group them at all.
Click on the "Reset Filter" icon to remove all filters and return to the default view.
2. Sort Notes
By clicking on "Newest First" or "Oldest First", you can change the sorting order of the notes.
3. Select a task
Click on the task you want to manage. This will take you to the task screen.
4. Update Status
By clicking on the status at the top left, you can select a new status from: To Do, In Progress, Waiting for Someone, Deferred, Canceled, or Completed.
Or, by clicking on the "▶" arrow next to the statuss, you can cycle the task through its options.
You can also click on the checkbox next to the status to mark the task as "Completed".
5. View Notes
Click on "Notes" to view notes you've made, or to make new ones.
5.1. Sort Notes by Date
Click on "Oldest First" or "Newest First" to change to sort order of the notes.
6. Add a Note
You can type any notes you have about the task here.
Click on "Save" to save the note, or "Cancel" to discard.
You can always add additional notes.
You can click on the star ("☆") to mark important notes. or click again to remove.
Click on "History" to view past updates to the task.
7. Close Task
Click on the "X" in the top right corner to close the task and return to the list view.
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