How can I see the tasks from a specific portfolio in “All Assignments” view?

Q: How can I see the tasks from a specific portfolio in “All Assignments” view?

To see the tasks from a specific portfolio in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, then go to All Assignments tab. Click on the " Filter " option in the upper right corner of the view, then select the " Portfolios " option. Choose the specific portfolio by clicking on it. Note that you can view tasks from multiple portfolios by selecting them from the " Portfolios " list. Note: On iPad, go to menu File - Info/Status - My Tasks .

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Accepted Answer

To see the tasks from a specific portfolio in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, then go to All Assignments tab. Click on the “Filter” option in the upper right corner of the view, then select the “Portfolios” option. Choose the specific portfolio by clicking on it. Note that you can view tasks from multiple portfolios by selecting them from the “Portfolios” list.

Note: On iPad, go to menu File – Info/Status – My Tasks.

Note: On iPad, go to menu File - Info/Status - My Tasks.