The main Tasks page is the account-wide place to review active work. Use it when you need to answer: what needs attention right now?

What The Main Tasks Page Shows

The main Tasks page shows persisted task records for the account.

It summarizes:

• Overdue tasks
• Tasks due today
• Tasks due this week

Tasks can be grouped by operational area, related record, status context, and task track.

Task Filters

Use the filter chips to review:

• All tasks
• Overdue tasks
• Tasks due today
• Tasks due this week

Use the Assigned To filter to focus on one staff member or unassigned tasks.

Client Scope Filter

The Client filter narrows the page to a client context.

When a client is selected, the view can include:

• Direct client tasks
• Tasks on that client's loans