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Where can I see all users tasks for my workspace?

Team Wealthbox
Team Wealthbox
  • Updated

You can see all tasks in your workspace by navigating to the “Tasks” page from the left navigation panel. By default, the page shows only the upcoming tasks assigned to the user currently signed in, but you can filter to see other users or “All Users” assigned tasks, by a specific category or show “Completed” tasks.

From the “Tasks” page, when you click the green “Add Task” button in the top right corner, click on a task name or “edit” a task, a slider page will appear from the right side to efficiently see details and make edits.