My Tasks Section Overview

My Tasks Section Overview

The My Tasks section at the bottom of your home screen displays all tasks that you are assigned.

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 Tasks 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 tab 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.






Related Article: How to Complete a Task

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