Manage Current Tasks

It makes sense to have an overview of the Tasks that you are responsible for and Tasks that Clients need to complete in Dossiers that you are responsible for.

If you’re an Administrator you can even see all the Tasks that any Team Member or Client is responsible for.

Click on the links below to go directly to the part of Fundamentals where visibility of Tasks is covered.

See your own Tasks
See your Clients’ Tasks
See your all Team Members’ Tasks
See your all Clients’ Tasks