Task Inbox

The Task Inbox shows you all tasks that you are responsible for, organized by due date. You can see overdue tasks, tasks due today, later this week, or further out, as well as tasks without due dates.

If you are an Admin user, you can also see tasks assigned to other users.

You can find the Task Inbox by clicking the View Tasks button on the Client List page.

From here, you can filter by task type, assignee, or status (e.g., Waiting on Client). You can also change the statuses or tasks, or mark them complete. If tasks are not assigned, you can choose the Unassigned option in the Assignee picker and add an assignee.

Video Overview



Task Views

If you have common lists of tasks you want to access quickly, you can save them as custom Task Views. Here's a couple of common examples:

• See your Priority Tasks that are due this week or overdue.

• See all your upcoming Payroll tasks.