Tasks and notifications

Tasks come from two places. You add them on an enquiry, and your firm's automatic rules add some, such as "Contact [name] about their enquiry" for a new enquiry or "Follow up with [name]" when a follow-up is overdue. The Tasks page is open to every staff role except Marketing and View Only.

1. 1

   Select Tasks in the menu. The views are Today, Overdue, Upcoming, My tasks (the default), Team (only if you can see everyone's tasks) and Completed.

2. 2

   Read each row: the title, the enquiry it belongs to, the priority, who it is assigned to and when it is due. Select the enquiry reference to open it.

3. 3

   Tick the box to complete a task.

4. 4

   To add a task, open the enquiry and use Add a task in the Tasks card. The Tasks page has no add button.

5. 5

   Select the bell (Notifications) to see what the rules want you to know: new enquiries, replies, assignments, missed response targets, and conflict or KYC decisions waiting. Select a title to open the enquiry. Select Mark all N as read to clear them.

6. 6

   Under Emails to me, tick or untick Morning briefing. Owners and Partners also see Partner report.

Overdue tasks show as a number on Tasks in the menu and on your Dashboard. A dot on the bell means unread notifications. Some notifications are also emailed, for example urgent enquiries, missed response targets and assignments.