View Tasks

Tasks appear in both My Expenses and My Time. Depending on the firm’s rule set, tasks may show severity, rule type, field name, and instructions for correcting the issue. Task indicators appear in the main grid, and task details can be viewed from the Tasks tab or the Tasks button on the Display tool ribbon.

Use Tasks to review and correct issues that need to be addressed before a time or expense entry can be submitted.

Click the Tasks tab at the bottom of the editor.
Optional: Click Tasks in the Display tool ribbon.

This removes the grid view and shows tasks in the main display pane.

Sort and filter tasks

If the task list is long, use sorting and filtering to narrow the information shown.

To sort tasks, click a column header.
To apply a column filter, click the filter area in the upper-right corner of the column header and select the appropriate filter.
To access additional sorting and filtering options, right-click the column header area and select the appropriate function.

For more information, see Filter Conditions.

Correct tasks

Select an item in the task list.

The entry details appear in the slip-style form at the bottom of the screen.
Review the reason for the violation in the list.
Review the entry details in the form.

Fields with a severity of Required or Error display a red dot to help identify the fields in violation.
Correct the time or expense entry as described in the rule instructions.

The Tasks tab on the slip form includes a number in parentheses. This number shows the remaining tasks for the entry. As tasks are addressed, the number decreases, as long as no other violations are encountered.

When a task is resolved, the task list shows a green checkmark, the Severity changes to Resolved, and the number on the Tasks tab is reduced.

Resubmit items

After all violations have been addressed, click the green Submit arrow in the slip form to resubmit the item.

Use the team filter

The Filter tool ribbon includes a team filter and options for creating filters.

To change the team filter:

Click the small black down arrow on the Team button.
Select the team filter to use.

The display pane refreshes to show the updated data.

Create a filter

Custom filters can be used to organize task information based on your display preferences. The same method applies to My Time and My Expenses, though available fields and conditions may differ.

Click Edit Filters in the Filter tool ribbon.
The Edit Filters window opens and prompts you to name the filter.
Enter a filter name.
Create the rules for the filter.

The rule begins with an IF statement. Select the criteria from the combo box.
Select the next operand.
Select the next criteria from the combo box.

Selecting Prompt allows you to manually enter criteria when the filter is used. For example, if you select Creation Date and Prompt, you can enter the date when using the filter.
To add another filter condition, click the green plus button.
Review the next line.

The default operand for the next line is AND. To change it to OR, click the operand button.
Continue creating the filter rules.
Click Save.
Select one of the publishing options:
- Publish to Employee
- Publish to Team
Select the team or members and move them to the publish side of the window.
Click Save.