Search all docs

Front Office Workflows

Last updated:

Aug 11, 2025

Sorting, Archiving, Bulk Actions

Tasking

Front Office Workflows

You can sort tasks by column by clicking the arrow in the column header. Columns will sort by increasing values, decreasing values, and neutral upon each click.

You can also shift-sort by sorting on one column, then holding shift and sorting on a second column.

If you want to view Archived tasks, you can use the Filter in the upper right corner and include them in the Statuses shown.

You can edit, delete, or update the status of a task by simply clicking the corresponding icon on that task.

Finally, you can check the boxes of multiple tasks to perform actions in bulk.

Table of Contents

Search all docs

Front Office Workflows

Search all docs

Front Office Workflows

Last updated:

Aug 11, 2025

Sorting, Archiving, Bulk Actions

Tasking

Front Office Workflows

You can sort tasks by column by clicking the arrow in the column header. Columns will sort by increasing values, decreasing values, and neutral upon each click.

You can also shift-sort by sorting on one column, then holding shift and sorting on a second column.

If you want to view Archived tasks, you can use the Filter in the upper right corner and include them in the Statuses shown.

You can edit, delete, or update the status of a task by simply clicking the corresponding icon on that task.

Finally, you can check the boxes of multiple tasks to perform actions in bulk.

Last updated:

Aug 11, 2025

Sorting, Archiving, Bulk Actions

Tasking

Front Office Workflows

You can sort tasks by column by clicking the arrow in the column header. Columns will sort by increasing values, decreasing values, and neutral upon each click.

You can also shift-sort by sorting on one column, then holding shift and sorting on a second column.

If you want to view Archived tasks, you can use the Filter in the upper right corner and include them in the Statuses shown.

You can edit, delete, or update the status of a task by simply clicking the corresponding icon on that task.

Finally, you can check the boxes of multiple tasks to perform actions in bulk.