Outstanding Tasks

Outstanding Tasks are those that are in progress or require further action before they can be marked as complete. They are your own tasks that are:

1. dated today or earlier
2. not yet marked as complete

Tasks dated in the future are not outstanding until their day arrives. Tasks owned by other users never appear on your list.

Understanding Outstanding Tasks

Tasks remain outstanding until they are marked as complete. A task may still need:

• The task is still in progress.
• Additional steps or actions are needed to complete the task.
• Case notes, billing details, or documents.

Locating Outstanding Tasks

Select Outstanding in the Tasks menu, or go straight to the Outstanding Tasks page. A badge on Outstanding shows how many outstanding tasks you have, up to 99+, and disappears when you have none.

Viewing Task Details

The list shows:

• The date of each task, oldest first.
• The Participant associated with each task.
• The task's name, Charge Item, duration and Billable setting.

You can work on each task directly from the list, the same way as on the Task Board. Use Items to change how many tasks show per page, or to show them all.

Completing a Task

When you have finished the task, select its completion checkbox. The task leaves the Outstanding list.

Task Completion Confirmation

Before marking a task as complete, check that its required case notes, billing details, and documents are finished.