1. Working with Tax Reporting
  2. Working with Operations
  3. Viewing Operations Overview
  4. Viewing All Tasks

Viewing All Tasks

To view All Tasks:

  1. On the Home page, click Operations, and then click Overview.

  2. Select the All tab to view all tasks.


    Operations Overview screen on the All tasks tab
  3. Select the POV.
  4. Click the group of tasks for which you want to view the status:
    • OpenTasks
    • Late
    • On Time

  5. Filter tasks by selecting Sort By, then select an option:

    • Count (Descending)
    • Count (Ascending)
    • Alphabetic (Ascending)
    • Alphabetic (Descending)
    • Attribute Order (Ascending)
    • Attribute Order (Descending)