Tasks

Open Tasks on a Participant's profile to view all tasks linked to that Participant.

Searching Participant Tasks

Use the search field above the table to search Task names.

Filtering Participant Tasks

You can use filters to find Tasks using a more detailed search. To add a filter, click on the Filter icon next to the search input at the top of the table.

Available filters include:

Date

Find Tasks on, after, before, or between selected dates.

Completed Status

Filter Tasks that are marked as complete or incomplete.

Billable Status

Filter Tasks based on whether they are marked as billable or unbillable.

Invoiced Status

Choose Invoiced, Not Invoiced or Partially Invoiced to review the billing status of the Participant's tasks.

Has Notes

Select Yes to find Tasks with at least one Note, or No to find Tasks without Notes.

Team Member

Filter Tasks by assigned staff. This filter is available when Participant filters are enabled for your account.

Combine filters to narrow the list further.