Job and task lists
You're expecting to see your Tasks but can't? There can be a variety of reasons for this, but usually it's one of the following: The task is ...
Tue, 10 Apr, 2018 at 11:41 AM
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 c...
Tue, 31 Mar, 2020 at 4:32 PM
In this guide you will find information on the task statuses and what triggers them. Currently we have 9 different task statuses: 1. Overdue 2. Rea...
Thu, 26 Mar, 2020 at 3:23 PM
Flagging and starring is a simple way to prioritise jobs, tasks and clients for yourself and for everyone in your practice. Stars are visible only...
Fri, 13 Mar, 2020 at 1:52 PM
TABLE OF CONTENTS Add custom filters Add date columns Filter options on the jobs list Add custom filters You can add custom fields to the jobs l...
Tue, 13 Jul, 2021 at 2:59 PM
You can filter by date in many areas of Senta, including task lists, job lists, and the client list. This provides you with an easy way to view what work is...
Fri, 13 Sep, 2019 at 2:56 PM
Sometimes you might want to cancel a specific task within a job, or cancel a job entirely for one or many clients. Cancelling tasks Cancelling a sin...
Tue, 11 Feb, 2020 at 4:09 PM
The Jobs summary is a graphical view of all current and upcoming jobs in progress on your workspace. It can be useful for getting an at-a-glance look at you...
Wed, 12 Feb, 2020 at 5:10 PM
It's possible to quickly convert a job list to a client list. This can be useful if you need to view other information about the clients in the job list...
Thu, 22 Aug, 2019 at 11:21 AM
You can bulk reassign tasks to another user within your practice in two ways; you can do it from your Your tasks list or from the Work tab on a Client page....
Wed, 20 Oct, 2021 at 12:19 PM