Overview

The Bookmarks feature is now available on the Task List page to help you save, organize, and quickly access your filtered task views. This enhancement builds on the existing Bookmarks functionality from the Client List and reporting pages, making it easier to manage your workload by saving your preferred filters for tasks across services, staff members, deadlines, and more.

Key Benefits

• Save Time: No more manually setting filters each time. Save your preferred filter settings as a bookmark.
• Quick Access: Instantly apply saved bookmarks to your Task List with one click.
• Share with Your Practice: Optionally share bookmarks across your organization to standardize views and improve team collaboration.
• Easy Management: View, apply, or delete bookmarks using the familiar bookmark interface you already know from the Client List page.

How to Use the Bookmarks Feature

Accessing Bookmarks

• Find the Bookmarks button at the top right of your Task List page, located between the Bulk actions and Export buttons.

Creating a Bookmark

1. Set the filters on your Task List to your preferred settings (e.g., service type, staff member, date range, progress status).
2. Click the Bookmarks button.
3. Name your bookmark clearly (e.g., "Payroll tasks for Bethany" or "Overdue VAT returns").
4. (Optional) Choose to share this bookmark with your entire practice so colleagues can also use it.
5. Save the bookmark.

Using a Bookmark

• Click on the Bookmarks button and select one of your saved bookmarks. The Task List will automatically update to show tasks matching the saved filters.

Managing Bookmarks

• Open the Bookmarks menu to view all your saved bookmarks.
• Apply a bookmark by clicking it.
• Delete bookmarks you no longer need by selecting the delete option within the Bookmarks interface.

Frequently Asked Questions

Q: Can I share bookmarks with my teammates?
Yes! When creating a bookmark, you can opt to make it visible and accessible to everyone in your practice.

Q: Will bookmarks affect how my tasks are displayed for others if I don’t share them?
No, bookmarks are private to you unless you choose to share them.

Q: What filters can I save in a bookmark?
You can save any combination of filters available on the Task List — for example, by service, staff member, date ranges, and progress status.

Q: Is the Bookmarks feature the same as on the Client List page?
Yes, the interface and functionality are consistent with the Client List page bookmarks, so if you're familiar with that, you will find this easy to use.