Estimated read time: 3 min
This article will explain the key features and functionality of the task dashboard and provide some basic task management solutions.
Overview
The Task Dashboard can be accessed from the Homepage by clicking on "Tasks" in the sidebar.
The Task Dashboard is comprised of 4 tabs, a search box, and three organization features.
Tabs in the Task Dashboard
The My Tasks tab provides users with a complete list of all tasks that are assigned to them.
The Subscribed tab shows users any tasks they are subscribed to.
The Flagged tab shows any tasks that have been flagged as a priority.
The Completed tab will show all tasks the user has completed in the platform.
Managing the Task Dashboard
The Search Bar, Group, View, and Filter features in the top right of the Task Dashboard allow users to manage their tasks efficiently.
The Search Bar allows users to quickly search the selected tab for a specific task or task type.
The Group feature allows users to group the tasks in a tab by case, account, risk profile, action type, assigned, or due date.
The View feature allows users to change the task data that is visible on the current tab.
The Filter feature allows users to filter the tasks in a tab based on one or more criteria.
Tip: This feature is especially useful for portfolios with the same "Insured" or "Insured Group".