FAQCategory: TasksHow can I see the tasks a specific team member is working on?

How can I see the tasks a specific team member is working on?

1 Answers

To display the tasks a specific team member is working on, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, then go to All Assignments tab. Click on the “Filter” option located in the upper right corner of the view, then click on the “Assignments” option and select the desired team member by clicking on it.

Note: On iPad, go to menu File – Info/Status – My Tasks.

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