00:00:00.000 — Start with your own task queue
Click My work to see the outstanding tasks assigned to your user. This example has three tasks due this week. Each row shows the task, its client, and a due date. Use this personal queue to decide what to work on next.

00:00:21.000 — Focus on one client
Open the client filter and choose Jordan Lee. The list narrows to the two tasks for that client. Use the workflow filter when you want to focus on a particular process, and return the filter to All clients when you want the complete queue again.

00:00:43.000 — See work across the practice
Click Work board for a broader view of the practice. Board view groups the engagements by status. This owner account can choose Whole firm or My work. The available views depend on your role and the team relationships configured for the firm.

00:01:04.000 — Compare the same work in a list
Click List when you want to compare engagements in rows. Read the status, owner, request progress, completion, and due date together. Board and List show the same work in different layouts, so choose whichever makes your current review easier.

00:01:23.000 — Open and complete a task
Click Review supporting documents to open its work item. Read the task in the context of the Review stage and check who is responsible. Once that work is finished, tick its checkbox. The task is crossed out and the stage count updates to one of two done.

00:01:46.000 — Open the calendar
Click Calendar to place tasks and dates on a timeline. The month view gives a broad overview. The arrow controls move through periods, and Today returns you to the current one. The visibility selector determines the scope available to your user.

00:02:06.000 — Focus on the current week
Click Week for a closer look at the immediate schedule. The two remaining tasks appear on Friday in this fictional example. Month and Week are complementary views: use the month to plan ahead and the week to review the next few days.

00:02:27.000 — Choose the calendar layers
Use the layer checkboxes to choose what the calendar includes. Here we turn off Canada Revenue Agency dates and holidays. The checkbox changes, while this week’s task entries remain. Keep the layers that help your review and turn the others back on whenever you need them.