My To Do List Section Overview
The My To Do List section at the bottom of your home screen displays all Tasks and Requests that you are assigned.
Tasks
When your firm assigns you a Task, it is automatically routed to the My Tasks section to indicate that it needs your attention.
When you complete a Task that has been sent to you, it will automatically route to Pending Review for your firm to review.
When a Task has been reviewed and marked as complete by your firm, it moves to the Archived section.
To view all your tasks, click the Tasks page in the left side navigation bar. Here, you can sort by a number of options such as the Task type, who created the Task, the due date, and so on.
Requests
When your firm assigns you a Request, it is automatically routed to the My To Do List section to indicate that it needs your attention.
When you complete a Request that has been sent to you, it will automatically route to Pending Review for your firm to review.
When a Request has been reviewed and marked as complete by your firm, it moves to the Archived section.
To view all your tasks, click the Requests page in the left side navigation bar.
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