View your task list

By default, the task list displays tasks that are in progress. You can use the filters to show tasks that have been completed or to organise the task list by assignee, dates, etc.

  1. Open the task list by going to Work > Your tasks.

  2. On the list you can then order the tasks using the column headings, such as client, start and due date. You can also filter the task list, to show you tasks relating to certain types of job, time period, assigned user and status.

  3. Once you've applied ordering or filters, you can save the view of the task list so you can come back to it quickly later. Click on Custom view > Save view as.

  4. Name your view and click OK. Your saved task list view will now be stored under the Work menu