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How do I see all upcoming daily, weekly, and/or monthly tasks in the Tasks To-Do section?

You are able to use the filter function in the top right-hand side of Tasks To dos section to change the time frame of the tasks you see.

The Tasks > To dos section defaults to show all the tasks you have due today and yesterday, you can use the steps below to change your view.

  1. Click on Tasks > To dos section in the left-hand side navigation panel.
    DWMTasks-Step1
  2. Click on the filter option in the upper right hand corner.DWMTasks-Step2

  3. Click the drop down for the "Date Due" section and choose what date range you would like
    1. Tasks due yesterday and today
    2. Tasks due this week
    3. Tasks due this month and next month.

    DWMTasks-Step3

 

  1. Once you have chosen your desired date range, hit Search to see your results.  

       DWMTasks-Step4

 Key Reminders

  • Monthly, quarterly, and other recurring tasks:
    • These tasks are generated based on their specific due date rather than a specific day of the week. Be sure to expand the Date Due filter to include the appropriate date range when looking for these tasks.
  • Overdue tasks:
    • Overdue tasks will only appear if their due date falls within the selected date range. For example, if Tasks due yesterday and today is selected, tasks that were due before yesterday will not appear.
    • To view older overdue tasks, expand the Date Due filter to include a broader date range.

For additional assistance please email our Support Team.