Keep track of outstanding and completed tasks using the Tasks View in Smokeball.
Use Tasks View to:
- View all tasks assigned to yourself or specific staff members
- View previously completed tasks
- Manage tasks without a due date, or tasks created from phone messages
- Create custom views
Note: The tasks view described in this article is Advanced Tasks which is optional for firms and can be activated by request.
Access the Tasks View
Tasks View can be found in the Tasks button from the left menu.
Select the Assignees menu to view tasks assigned to selected staff members.
You can also view all tasks assigned to specific categories or view outstanding and completed tasks.
Create your own Tasks View
View all tasks important to you by setting up a custom view.
- Select Add new view under the My Views section.
- A menu will appear on the right-hand side of this section. From here:
- Opt to view either Incomplete or Complete tasks
- Customise the date range of tasks to view
- Filter for tasks created between a specific date range
- Show tasks created or assigned by a specific staff member
- Show deleted tasks
- Test out a view by selecting Apply View. Once you’re happy with the filters, select Add to my Views.
- Give your new task view a name.
- You can change the name later by right-clicking it and selecting Rename.
View tasks related to a matter
To view tasks related to a particular matter, select the Tasks tab from within the matter.
Video guide
Watch our video guide on task views below: