The daily focus area is a place where you can manage, filter, and complete many tasks at once. The daily focus area is a powerful tool that allows you to efficiently manage, filter, and complete many tasks, all in one place. With this feature, you can easily streamline your workflow by seeing all of your tasks due today, tomorrow, or even overdue tasks regardless of which transaction it is with.
Note: You can reschedule overdue tasks quickly with the alarm icon seen above. This will set the due date to the next day.
Filter Options
AFrame tasks are accessible within the daily focus area. There are multiple options to help filter the tasks list to allow users to efficiently manage the workload and ensure staying on top of the tasks.
When -
- All Dates: overdue, today, and future tasks
- Upcoming: today, and future tasks
- Today: today only
- Past Due: all past due
- No Due Date: tasks with no due date populated yet (waiting)
Colors - populate tasks with any combination of the color tags
Transaction Stages - each transaction status is assigned to a transaction stage under the list settings.
View -
- My Tasks: all tasks assigned to you
- My Transactions: all tasks assigned to your assigned transactions
- All Tasks: all tasks for the account regardless of who is assigned
- Assigned To Others: tasks assigned to other users
- Pick Assignee: select a user to view their assigned tasks
Related Articles: Lists :: Transactions