Sort/filter tasks in Custom and Firm Tasks | Feature Requests

Sort/filter tasks in Custom and Firm Tasks

Traci Swindle

It would be wonderful to have the ability to sort and/or filter tasks in the custom section. I often times find myself looking for a previously completed task. If we had the ability to sort them by title/due date, etc. It would make locating them easier.

March 22, 2022

Jodie Strong

Cathy Czerkie

More sort options in the Tasks screen would be great. I'd love to be able to sort on both the "Section" and "Tasks" columns.

Luma Accounting

Yes, sorting by Due Date is KEY!!! Right now it is hard to sort through and find what I really need to pay attention to when I look at the "Due Later" non-closing tasks.

Bevin Conrow

Yes please! It would be really helpful to sort Non-Closing tasks,

especially by Due Date

Shana Murraywolf

Note: you can now filter the Non-Closing task section by Tag (even in the Completed tab). However, you cannot filter or sort by date yet.

Traci Swindle

Shana Murraywolf: Thanks for the update!! Does that mean we are getting closer to being able to sort/filter by the other fields? Tags are great but they do nothing for the tasks that happened before they were implemented. Just curious.

Shana Murraywolf

Traci Swindle: No news on an exact timeline here, but I did bring this up in our Product Meeting this week!

Janet Cram

We have an additional section for source documents (non closing tasks), and it would be great to rearrange/sort that by status, or by name!