Your Work Tab

Track Your Work

The “Your Work” tab allows users to review their assigned tasks from each deal.

This update provides one central location for users to:

• locate all their tasks
• stay up to date on a task's status
• track a task's due date
• view a task's associate room

In this section, users can filter through tasks by Room, Status, Role, and Priority. Users can also create a custom viewing screen in “Adjust View”, and export tasks to Excel.

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