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View Firm-Wide Tasks

Updated over a year ago

How to view open tasks for all workers in the firm.

  • Navigate to the Tasks Icon on the top right corner of the account.

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  • The default view is all of the open tasks assigned.

  • To view all the tasks you have assigned to others, change the Incoming menu to Outgoing and select Update.

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  • To view tasks for another worker, select their name from the Worker dropdown.

  • Select Update.

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