Tasks for Current Client

When opening a tax product, once a client has been selected the tasks screen will automatically be displayed if active tasks exist for the selected client and if Show tasks at startup has been selected.

The view will automatically be set to tasks assigned to the current client. The name of the current client is displayed in the Task title bar and all active tasks assigned to that client will be displayed.

You can change the view of tasks by selecting an option from the drop down View option.