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.

*The tasks in the image above are currently "Outstanding" as they have not been marked as complete in the final column. *

Understanding Outstanding Tasks

Tasks remain outstanding until they are marked as complete. This can be due to various reasons:

• The task is still in progress.
• Additional steps or actions are needed to complete the task.
• Finalisation of case notes, billing details, or document uploads is pending.

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

Click on the *Outstanding Tasks *to view a detailed list of all tasks that are yet to be completed. This list includes important information such as:

• 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 a task, mark it as complete by marking the check box. This action will remove the task from the "Outstanding Task Board" section as it is now complete.

Task Completion Confirmation

Ensure that all necessary steps associated with the task are completed before marking it as complete.