Using the staff app, you have the ability to review tasks assigned to you as well as others. Additionally, you can filter the tasks based on whether they are overdue, open, or have a due date.
- Click Tasks in the left-hand navigation panel.
- By default, the task list will display tasked assigned to the user that is logged in. You can search for a task by entering the task name in the Search Tasks text box, or filter the task list as described below.
- Filter the task list as needed. Click the icon. Filtering options include by staff member, is over-due, has due-date or is open.
- Select desired filtering options. If you wish to view tasks for a different staff member:
- Click the name in the Assigned To text-box. A list of staff members will be displayed at the bottom of the screen.
- Select the desired staff member from the list, and click Done.
- Once you have selected all desired filtering options, click the icon to apply the filters.
- To view the details of a task, click the task name in the task list.