Tasks List

A list of task summaries will be displayed relevant to the view that is selected. The summaries hold the following details:

Due Date – the deadline for the task

Client – client name that the task is assigned to where applicable

Subject – brief description of the task

From – which staff member the task was originally created by

Date – the date the task was originally created

To – which staff member the task is assigned to

Status – the current status of the task

The appearance of the summaries will change dependant upon their deadline and status:

Red and Bold indicates that a task is overdue.

Orange and Bold indicates that a task is due today.

Black and Bold indicates that a task is due in five days or less

Black and Regular indicates that a task is due in six days or above

When a task summary line is highlighted, the details for that task will be displayed in the grey area at the bottom of the screen.