Firm Task Management Overview #
If you are a Firm Admin, Advisor Seat, or Portfolio Manager Seat, you will see the Navy navigation bar on the left-hand side of your screen. This is your Firm Navigation Bar.
🗂 Accessing Tasks #
Within the Firm Navigation Bar, select Tasks.
This view provides a centralized dashboard of all tasks connected to your firm and client companies.
You’ll be able to:
- See tasks across all companies you’re associated with
- Identify who created each task
- View who each task is assigned to
👤 Filtering and Viewing Tasks #
Use the tabs or filters to customize your view:
- My Created Tasks – Tasks you personally created
- Assigned to Me – Tasks you are responsible for completing
- All Tasks – All firm and client tasks across every associated company
You can also filter tasks by:
- Meeting Series – See tasks generated from specific meetings
- Created Date – Sort by when the task was created
- Assigned User – Filter by who owns the task
- Status – Track whether a task is Not Started, In Progress, or Complete