To view all open tasks for matters assigned to a specific attorney or partner, follow the steps below:

Enable the Partner Field

If you haven't already, enable the Partner field:

1. Click the Settings icon. (Only account admins can enter the settings)
2. Select the Settings menu item.

3. Click the Matters tab.

4. Scroll down to Matter Optional Fields and check the box for Enable Partner field.
5. Click Save.

Verify the Partner

6. Go to the Matters module. 

7. Verify or select the partner in the Matter Details page for all of the matters under the partner's supervision. You can easily do this with filters. Click the Add Filters button.

8. From the Column dropdown, select Partner.
9. Select the Partner name from the Include Rows Containing options.
10. Click Add.

11. Click Execute. You can now verify all matters under the partner's supervision and select matters if needed.

View Open Tasks

To view the open tasks, the Partner must complete the following steps under his or her login:

12. From the Tasks module, clear any existing filters in the Change View section of the left column by clicking on the filters Trash Can icon.
13. Click the dropdown button in the Change View section.
14. Select Affiliated/Open. This will select all open tasks that are owned by you and all open tasks for all matters for which you are listed as the partner.