Work with tasks list
This article covers how to search, filter, sort, and manage your task list. To perform actions on an individual task, refer to the corresponding article .
To view all tasks, go to Workflow > Tasks from the left menu bar.
Work with the list
The Tasks page lets you manage your task list by searching, filtering, sorting, and customizing the table to find the tasks you need.
Use the options below to get the most out of your contact list.
Search for tasks
To search for tasks, type a task name or its part in the search field.
Filter task list
Filters are useful when you want to view tasks by type. For example, filter to find all overdue tasks. There are different ways to filter tasks.
Quick filter by assignee/unassigned
In the dropdown on the left, there’s a quick filter by assignee:
- Tasks assignees: This filter is applied by default. It allows you to see only the tasks assigned to you.
- All Tasks: It allows you to see all tasks for the client accounts you have access to, disregarding the assignees.
- Unassigned: It allows you to see all unassigned tasks for the client accounts you have access to.
One-click and advanced filters
Depending on your needs, you can use quick filters right from the list, or take the time and build advanced queries. Plus, you can save any of your selections as filter presets for later use—and even share them with your team.
To filter your tasks list using one-click filters, click the + Filter dropdown at the top left of your Tasks page and select the filter and the parameter:
- Selecting Is will display tasks that contain the value selected in the filter
- Selecting Is not will display all tasks that don’t contain the value selected in the filter
For a full list of available filters, see Available filters below.
Sort tasks
Use sorting to find certain tasks—and you can do it while filtering and searching, too. To sort tasks, click the up-down arrow next to the column header. You can sort tasks by task name, account, status, priority, due date, job name/pipeline/stage/start date/due date/intake date/internal deadline, job date moved to current stage, date created, and task start date.
Customize columns
You can customize your task list in various ways: resize, enable, disable, and move columns to your liking.
- Resize columns: Click and hold the divider between column names and resize it by moving your mouse. Note: the Task name and Assignee columns cannot be resized.
- Choose which columns to display: Click the gear icon at the top right of the table.
Here, you can select the columns you want to be displayed and change their order. You can enable, disable, or move any columns you want, except for the Task name column. After clicking Apply, the table will be rebuilt with the new settings. Click Reset to restore all columns.
If you open the Completed tab, you will also see the Date completed and Date canceled columns on the far right.
For a full list of available columns, see Task list columns below.
Print task list
To print a task list, click the print icon in the top right corner. Your browser will prompt you to print the list, which will include the current date and time.
Manage tasks
If you are involved in task management, TaxDome offers you two options:
-
Tasks widget of the Insights page : shows the list of tasks for a certain day grouped by priorities. From here, it’s possible to view and change task priorities, statuses and due dates.
-
The Reporting feature : Tasks and Jobs assignments dashboard is designed to help you track all tasks assigned to your team and to answer the question what is staff performance?
Reference: Task list columns
| Column | Description |
|---|---|
| Task name | The name you or a team member have given the task. The  icon at the end of the name indicates that the task is recurring |
| Account | Click on the account name to instantly access its details |
| Assignee | Who is assigned to the task |
| Status | Tasks can be assigned Planned, In review, In Progress, On hold, Extended, Waiting for Signatures, Waiting for Client or Waiting for agency, or no status at all. To change the status without editing the task, hover your mouse over this column to display the statuses, then select the one you need |
| Priority | Tasks have a Low, High, Medium or Urgent priority. To change the priority without editing the task, hover your mouse over the column to display priority levels, then select the one you need |
| Subtasks | The first figure is the number of completed subtasks; the second is the total number of subtasks |
| Due date | The deadline for the task to be completed. The icon  means the task is overdue—the due date is today or has passed and the status hasn’t yet been changed to Completed or Canceled, and  means the task due date is approaching in the next 3 days. |
| Job name | The name of the job to which the task is linked . Click on the job to view its details and make changes, if needed |
| Pipeline | If a task is linked to a job, the pipeline it’s in. Click on the pipeline name to go to the pipeline |
| Stage | If a task is linked to a job, the stage it’s in. Click the name of the stage to navigate to the pipeline |
| Tags | Colorful tags can be added to tasks so that you can filter later |
| Description | Writing a description is optional and may be useful |
| Date created | The date the task was created |
| Start date | The date work on the task begins |
| Completed date | The date the status of the task was changed to Completed (visible in the Completed tab only) |
| Canceled date | The date the status of the task was changed to Canceled (visible in the Completed tab only) |
| Job start date | When you or the assigned team member has to start working the job (corresponds to the Start date on a job card, not to the job creation date) |
| Job due date | The due date for the job (for in-progress jobs only) |
| Job intake date | The date when you received the client’s documents and the job became ready to start |
| Job internal deadline | Your internal completion target before the official due date |
| Job time in stage | The amount of time the job has been in its current stage (for in-progress jobs only) |
Reference: Available filters
| Filter | What it returns |
|---|---|
| Account name | Tasks belonging to specific accounts |
| Task assignee | Tasks assigned to specific team members |
| Pipeline and stage | Tasks in specific pipelines. Select a stage or stages from different pipelines to narrow results further |
| Start date | Tasks with a start date within a specified time frame |
| Due date | Tasks with a due date within a specified time frame |
| Tags | Tasks with specific tags |
| Priority | Tasks with a specific priority level (Low, High, Medium or Urgent) |
| Task status | Tasks with a specific status (Planned, In review, In Progress, On hold, Extended, Waiting for Signatures, Waiting for Client or Waiting for agency) or no status at all |
| Date created | Tasks created Today, Last week, Last month, Last quarter, Last year, or on any custom date |
| Date updated | Tasks updated Today, Last week, Last month, Last quarter, Last year, or on any custom date |
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