Tasks View Selection

You can amend the list of tasks summaries that are displayed within the tasks list by selecting an appropriate option from the drop down views list. The options are:

Tasks assigned to me – will list all tasks assigned to the current user

Tasks not assigned to any staff member – will list all tasks that are currently not assigned to any user.

Tasks assigned to the current client – will list all tasks assigned to the client that is currently selected within the client list. Tasks for the client will be displayed regardless of the user to which they are assigned.

Tasks assigned to my clients in this dataset – If a user is assigned to particular clients within Main Details, then all the tasks for all the clients the current user is assigned to will be displayed in the list, regardless of the user to which that task is assigned.

- Ticking this option will show all tasks relevant to the current view that have previously been given a status of 'Completed'. By default this option will not be selected so that only currently active tasks are shown.