View Tasks screen
Use the View Tasks screen to create a list of tasks. You can display tasks for a specific company and/or user.
Views are available for the following tasks:
All Tasks
Binder Items
Documents and Routing Distributions
Routing Distributions Only
You can customize the way the data is displayed using filters, calculations, groups, and more. See Customize Grids for details.
Note: To open the View Tasks screen, do one of the following:Click
on the toolbar next to Alerts & Tasks and select View Tasks.
Click
in the All Tasks pane.