This article explains how to Filter Tasks in Unity® Practice Management.

How to Filter Tasks

1. Click Organiser, and select Tasks

   

2. In the Filter & Options section, you can filter by:
   • Due by Date
   • Status

   • Assigned users

     

3. If you want to filter by Status, select the desired Status, such as Outstanding

   

4. All outstanding Tasks will be displayed on your Tasks screen

Related Articles

Task List View

Delete a Task

Edit a Task 

Print off a Task List