All of Accountants' Tasks in One Place with Deadlines
If you want an even better overview of the tasks on your dashboard and filter them in a way that suits you, you can use the dashboard search view and save it.
Filters are good to use when you want to differentiate:
Important tasks
Today's tasks
Tasks by client
Click on the dashboard's filter icon at the top of the task list.
In this view, the following filtering options are available:
Period selection ("Today")
Status - Delayed, Done, Overdue, Starts, To Do. Read more about task statuses.
Topic - Topics you have selected or created in the App Store. Read more about how to use topics.
Client - The clients you have added. Read more about adding clients.
Member - Employees added to the company. Read more about adding members.
Search
You can add filters by clicking on the '+' sign.
2. Once the appropriate dashboard with filters has been created, save the selection by clicking on the floppy disc icon.
3. The saved desktop can now also be marked as the default desktop, which is displayed every time you come to the desktop.
The saved dashboard is accessible by holding the cursor over 'Dashboard' in the main menu.
The default desktop is recognizable by the '#' symbol and bold font.
