You can filter the task list found on any page in several ways
- Status: Choose to view tasks that are Pending, Completed and/or Deleted.
- Purpose: Choose to show only those tasks related to the set-up process, or additional ‘insight’ tasks.
- Refers to: You can choose to show only the tasks related to a particular person or non-person entity. While on the dashboard of any person or non-person entity, the task list will be automatically filtered to show only those tasks related to that person or non-person entity.
- Assigned user: You can assign tasks either a particular Aristotle user, or to an external advisor that you have set up as a person related to the household.
- Due date: Filter to show tasks due on or before a certain date.
- Related Report: You can choose to show only those tasks related to the Net Worth report, Estate report, Tax report and/or Insurance report. While on the dashboard of any of the detailed reports, the task list will be automatically filtered to show only those tasks related to that detailed report.