How to view open tasks by user role?

Step 1: Navigate to Client Tasks 

• Go to the Client tab.
• Select Client Tasks from the menu.

Step 2: Open the Filters Menu

• If the Filters panel is visible on the left side of the screen, proceed to Step 3.
• If it is not visible, click the Filters button located to the right of the Search field.

Step 3: Apply the Assigned To Filter

• In the Filters menu, locate the Assigned To dropdown.
• Select the appropriate option to filter tasks by user role.

Step 4: View and Sort Data

• Once filtered, you can view and sort the task list as needed.