To see the tasks from a specific portfolio in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu. Click on the “Filter” option in the upper right corner of the view, then select the “Portfolios” option. Choose the specific portfolio by clicking on it. Note that you can view tasks from multiple portfolios by selecting them from the “Portfolios” list.

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