How to view all open Tasks by Status

How to Filter Client Tasks by Status

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 appears on the left side of the screen, proceed to Step 3.
• If it does not appear, click the Filters button located to the right of the Search field.

Step 3: Apply Status Filters

• In the Filters menu, locate the Status dropdown.
• Select the following options:
  • Due Today
  • Due Later
  • Overdue

Step 4: View and Sort Data

• The filtered tasks will display on the page.
• You can sort the data as needed using the available sort options.

Step 5: Access Task Details or Client Records

• Click on a task to view its details.
• Click on the client name to open the full client record.