to display the grouping of Tasks by their
Status. Click on the Status to show the results in the grid.The Views menu displays all in-process Tasks in the firm that that are not listed under TASKS ASSIGNED TO ME.
The My View page displays data based on the view selected from the Views menu. The number beside a particular tax category or Status indicates the number of Tasks corresponding to that category or Status. The selected view appears in bold.
Click the iconto display the grouping of Tasks by their
Status. Click on the Status to show the results in the grid.
Views Menu
To change the current view, select the desired view from the Views menu.
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Any of the views shown can be set as the default setting for your My View page. See your firm XCM Administrator to change your default view. |
