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    Filtering of Tasks in Matter View

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    • B
      BruceY9453 last edited by

      In the individual Matter view with the tasks for that matter shown on the bottom, I would like to have the ability to filter what is shown there. And maybe even better than full filtering would be a simple check box to "Show Open Tasks Only". The problem is that if I sort by RespondBy date (which is my general default) there may be many closed tasks that had more recent RespondBy Dates and then an open task that actually needs my attention is below the bottom of the tasks that are shown. If there was a simple check-box that would only show open tasks, that is usually what I want to see. Then I can uncheck it to see all tasks to view the history of what has happened.

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      • B
        BruceY9453 last edited by

        Pretty much what I was looking for. Not sure why I hadn't noticed this before.

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        • M
          mike_appcoll last edited by

          Hi Bruce-
          We kind of do both. In the left margin, you can select only Open tasks, just as you ask. To see and manipulate just open tasks for that matter, you can click the checkmark icon at the top.
          2bebd526-bb7d-414c-937a-103f4aa15ec9-image.png

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