Search in Archived Tasks

December 1, 2025

FeatureWorkboard

Filter the archived tasks list by title, entity, or person name

What's new

The Task Archive now has search. Find specific archived tasks by task title, client/entity name, or person name—without scrolling through the full list.

Where to find it

Go to Portal → Tasks → Archive
Use the search field at the top
Type a task title, client name, or person name to filter

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Search in Archived Tasks

What's new

Where to find it

Join Advisors saving up to10+ hours every week.every week.

Join Advisors saving up to
10+ hours every week.every week.