Task List

1. Tasks are categorized into the following:

   • To-Do - tasks that are in progress and require your action

   • Overdue - tasks that have passed the deadline

   • To-Do Today - tasks that you have to do today

   • To-Do Tomorrow - tasks that you have to do tomorrow

   • To-Do This Week - tasks that you have to do this week

   • Created by Me - tasks created by you

   • Completed - tasks that have been completed

   • All - these are all the tasks that have been created

2. Brokers can click onto the dropdown list and select accordingly:

   
3. By default, when you enter the "Tasks" tab, the task list will be filtered to show To-Do tasks assigned to you.

   
4. You can pin your preferred task list by clicking onto the “Pin” icon. The pinned task list will be shown every time you go into the Tasks module.