December 19, 2022

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.

dealroom your work filter