PracticeMaster Q&A: Today’s Tasks

May 2020    Tags: , , , ,

How can I easily see only the tasks I have that are due today?

This can be accomplished via the Dashboard, by running a Daily Report, or by filtering the Calendar file.

The Dashboard (File | Home Page | Dashboard) is the easiest solution, and automatically includes a My Tasks widget. The My Tasks widget includes all incomplete tasks assigned to you, and is broken down into several date-based sections, including a Due Today section. Each section can be expanded or collapsed, allowing you to quickly see the desired tasks.

Another option is to run a Daily Report. This report is flexible; it can be run for multiple dates or users and provides options to include events, tasks, overdue tasks, tasks with no due date, and more.

To run a Daily Report for today’s tasks

  1. From the Reports menu, select Daily Report.
  2. Clear the Include Events check box.
  3. Select the desired User(s).
  4. Select or clear other options as needed.
  5. Click OK.

A filter can also be added to the Calendar file to only show your tasks with a due date of today. Filters can quickly be toggled on or off, providing an easy way to see data based on different criteria.

To set up a filter for tasks

  1. From the Calendar menu, select Calendar File.
  2. From the Quick Clicks pane, in the Filter section, click Manage Filters.
  3. Press Ctrl+N.
    1. Enter a Filter Name.
    2. Click the New Row button.
      1. The Select Field from the Calendar window automatically opens. Select a Name of Type.
      2. Click the Select button.
      3. In the Test Condition field, select equal to.
      4. In the Test Value field, select T.
    3. Click the New Row button.
      1. The Select Field from the Calendar window automatically opens. Select a Name of User_ID.
      2. Click the Select button.
      3. In the Test Condition field, select equal to.
      4. In the Test Value field, select your User ID.
    4. Click the New Advanced Row button.
      1. Click the Field button, select Due_Date, and then click the Select button.
      2. Click the Operator button, select = Equal to, and then click the Insert button.
      3. Click the Function button, select TODAY, and then click the Insert button.
    5. Click OK.
  4. Click Save and close the Manage Quick Clicks window.
  5. You can now select the filter you created from the Filter group in the Quick Clicks pane.
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