How do I block and tackle my tasks?


Your top-level "Checklist" tab includes filtering options while still maintaining your handy search function for finding particular tasks quickly across all transactions. You can filter by tasks that are open, skipped, or complete. You can easily remove a filter by clicking the "x" next to the tag created at the top of the filter bar: 


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If you would like to see across all of your files that have an upcoming inspection that needs to be scheduled, type in that to-do, "Schedule Inspection". You will see all tasks that are assigned that label. You can then filter them based on their status as open, skipped, or complete:


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GO! Tip: If you are consistent with how you label your events and tasks across transactions, you will get a more accurate dashboard from which to block and tackle your checklist!