How can I search/filter a particular task under contacts?
1. Click on the Contacts tab present on the nap bar.
2- Click on the contact you want to search/filter a particular task.
3 - Under Tasks tab you can type in search bar.
Related Articles
How can I search/filter for a particular task under Matter?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter in which you want to search/filter for a particular task. 3. For searching a task: Click on a Type to search textbox for searching a task. For filtering a task: Click on a ...How do I search for a specific ledger entry using the search bar?
On the Ledger page, click into the Search field. Type a date, description, invoice number, or amount. Results will filter automatically as you type.How can I Filter contacts?
1. Click on the Contacts tab present on the nap bar. 2 - Click on the Type to search bar and filter your clients according to first name, last name, company name, contact type, and contact status. You can filter the contacts by ‘contact type’ or ...How do I edit a task?
Open the Tasks module. Locate the task you want to edit (use search or filters by status, priority, or assignee). Click the task title or the Edit icon next to it. Make the necessary changes (title, description, due date, priority, assignee, or ...How do I link a task to a matter or client?
Open the Tasks module. Click Add Task or open an existing task for editing. In the task creation window, fill in the task details (title, description, priority, due date, etc.). Find the field labeled Link to Matter (or Linked Matter/Client). Click ...