What task related reporting can I see?

To see a view or report of your individual tasks or practice wide tasks click on the menu in the toolbar:


and select Tasks:


From here you will be able to see both Active tasks and Completed tasks. You also have the option to expand the view so that you can see all tasks in your practice, not just your own.



Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk