View Tasks

Keep track of outstanding and completed tasks using the Tasks View in triConvey.  Use Tasks View to:

• View all tasks assigned to yourself or specific staff members.
• View previously completed tasks.
• Manage tasks without a due date, or tasks created from phone messages.
• Create custom views.
• Restore Deleted tasks.

Table of Contents

• Getting Started

• Access Tasks View
• Create your own Tasks View
• View tasks related to a matter
• Restore Deleted tasks from a Matter
• Restore Deleted Tasks from multiple Matters

Getting Started

The tasks view described in this article is Advanced Tasks which is optional for firms and can be activated by request.

Access Tasks View

1.    Select Tasks from the left menu on the triConvey Home Dashboard.

2.    Select the Assignees menu to view tasks assigned to selected staff members. 

Tip:  You can also view all tasks assigned to specific categories or view outstanding and completed tasks.

Create your own Tasks View

View all tasks important to you by setting up a custom view.

1.    Select Add new view under the My Views section.

2.    A menu will appear on the right-hand side of this section. From here you can:

• View either Incomplete or Complete tasks.
• Customise the date range of tasks to view.
• Filter for tasks created between a specific date range.
• Show tasks created or assigned by a specific staff member.
• Show deleted tasks.

3.    Test out a view by selecting Apply View. Once you are happy with the filters, select Add to my Views. 

4.    Give your new task view a name.

Tip:  You can change the name later by right-clicking it and selecting Rename.

View tasks related to a matter

1.    Select the Tasks tab from the Matter.

Restore Deleted tasks from a Matter

1.    Select the Tasks tab from the Matter.

2.    From the left panel, check the tick box next to Show Deleted Tasks.

3.    The Deleted tasks will appear in grey with the word "Deleted" before the task.

4. To restore the deleted tasks, either:

a.  right click on one of the deleted tasks and select Restore; or

b.  hold down the Ctrl key on your keyboard, select all deleted tasks, right-click on one of the highlight tasks and select Restore

and then confirm that you want to Restore all # tasks.

5.    All deleted tasks will be restored.

Restore Deleted Tasks from multiple Matters

1.    Select Tasks from the triConvey Home Dashboard.

2.    Select Add new view.

Tip:  A menu will appear on the right-hand side of this section.

3.    Customise the date range of tasks.

4.    Check the tick box next to Show Deleted Tasks at the bottom of the menu.

5.    Select Apply View.

Tip:  The Deleted tasks will appear in grey with the word "Deleted" before the task.

6.    Hold down the Ctrl key on your keyboard.

7.    Select all deleted tasks.

8.    Right-click on one of the highlighted tasks and select Restore.

9.    Confirm that you want to Restore all # tasks.

10.    All deleted tasks will be restored.