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Access and view your Tasks List on the Tasks List Page to track and manage your overdue and upcoming tasks across all transactions.
Who Can Do This : Anyone can access their overdue and upcoming tasks on the Tasks List Page.
To access & v...
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Your View Your Tasks : Provides a personalized view of your tasks. Your Calendar : Helps quickly identify critical tasks and plan your day accordingly. Uses color-coded due dates to indicate overdue (red), due today (orange), due tom...
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Save a custom task shortcut for quick access to frequently used tasks. Who Can Do This : Anyone can save their own custom task shortcuts. To save a custom task shortcut:
Search & Filter Tasks : Search and / or filter for the specific ...
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Filter tasks on your Tasks List to narrow down tasks based on criteria like key dates, agent-checked tasks, @mentions, and more. Who Can Do This: Anyone can filter tasks using advanced search options. To filter tasks:
Use Search Filte...
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Search tasks by transaction name to find tasks related to specific transactions. Who Can Do This: Anyone can search tasks by transaction name. To search tasks by transaction:
Search by Transaction :
Enter all or part of the Tr...
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Search tasks by name to quickly locate specific tasks. Who Can Do This: Anyone can search tasks by name. To search tasks by name:
Search by Task :
Enter all or part of the Task Name into the Search field, then click [ ] Ta...
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Sort tasks by due date, task name, or transaction details to organize your task list efficiently. Who Can Do This: Anyone can sort tasks. To sort tasks:
By default, tasks are sorted by their Due Date with the soonest dates appear...
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Last Updated: 07/29/2024
in Guides Topics Checklists & Tasks