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Fill Task Drawer
Now that you know how the Task Drawer can make your life easier, here’s how to fill it with Tasks.
Step 1. On the navigation bar, click ‘Tasks’
Step 2. To filter ‘Tasks’, use the ‘Filter Column(s)’
For more specific filtering, apply multiple Filter Columns.
Step 3. To fill the ‘Task Drawer’, click ‘Fill Task Drawer’
All displayed tasks will be sent to Task Drawer.
Step 4. To view the ‘Task Drawer’, click ‘View Task Drawer’
Clicking ‘View Task Drawer’ opens the Task Drawer on the left of your screen and navigates to the first Bill on the Tasks list. For more information, see the Help Article: Task Drawer Explained.
Now you’re on the way to getting bills out the door faster!