Knowledgebase
Downloads
Glossary
Ask a Question
toggle


KB Home / Practice Manager / How do I find tasks by due date?

How do I find tasks by due date?

Article ID: 2344
Last updated: 22 Oct, 2020

You can filter tasks by due date by following these steps:

  1. Open Practice Manager.
  2. Click on Work Management.
  3. Click on the Filter Select Due Between from the by date drop-down menu.

NOTE: you can now filter the tasks that are due between one, seven or thirty days.

  1. Enter the relevant Start date and End date.

Click on Refresh to display the results.

NOTE: The tasks can also be filtered by due dates using the ‘Tasks assigned to me’ widget on client dashboard.

Article ID: 2344
Last updated: 22 Oct, 2020
Revision: 9
Views: 946
This article was:  


RSS
Powered by KBPublisher (Knowledge base software)