The task list is where you can go to find out what you and other members of your practice have got in progress right now. It also allows you to search for completed tasks so you can track what has been already done.


Open the task list by going to Work > Your Tasks



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



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



Name your view and click OK



Your saved task list view will now be stored under the Work menu