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How do I find tasks by due date?

Article ID: 2344
Last updated: 17 Oct, 2019

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

  1. Open Practice Manager.
  2. Click on Task Management.
  3. Select Due Between from the Show me tasks that are 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 Task List 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: 17 Oct, 2019
Revision: 8
Views: 409
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