Client Record - Tasks

How to view a client's task history in their client profile

Tasks and the Task List are available in the Preferred & Ultimate editions of the Envision program. To upgrade, please contact our Sales Team at 800.231.9445 or

You can find a Client's Tasks in the Client List and select their "Client Profile." The Tasks tab will show the history of tasks, completed and in progress. Tasks that have been created in the Task List and associated with this client will show on this tab.

task tab on clienttask tab on client extended