Feature Tour

PRACTICE MANAGEMENT
OFFICE
FILES
CONTACTS
CALENDAR
TASKS
- Organize your Tasks
- Displaying Task
- Task Profiles
- Check Status
TIME SHEETS
COMMUNICATIONS
NOTES
DAILIES
LIBRARY
MOBILITY
OTHER TOOLS
OVERVIEW

Task Profiles

Save and reuse custom task list profiles to include who, how, and what tasks to display. Use the Tasks Module to see as much or as little information as you want. Filter out only To Do's related to particular file types, particular clients, or even in a specific date range. The options are virtually limitless for displaying your tasks.

The Tasks Module is an indispensable tool for helping to manage all of the items on your To Do list.