WEBVTT

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Click My work to see the outstanding tasks
assigned to your user.

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This example has three tasks due this week.

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Each row shows the task, its client, and a
due date.

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Use this personal queue to decide what to
work on next.

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Open the client filter and choose Jordan
Lee.

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The list narrows to the two tasks for that
client.

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Use the workflow filter when you want to
focus on a particular process, and return

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the filter to All clients when you want the
complete queue again.

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Click Work board for a broader view of the
practice.

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Board view groups the engagements by status.

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This owner account can choose Whole firm or
My work.

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The available views depend on your role and
the team relationships configured for the

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firm.

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Click List when you want to compare
engagements in rows.

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Read the status, owner, request progress,
completion, and due date together.

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Board and List show the same work in
different layouts, so choose whichever makes

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your current review easier.

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Click Review supporting documents to open
its work item.

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Read the task in the context of the Review
stage and check who is responsible.

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Once that work is finished, tick its
checkbox.

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The task is crossed out and the stage count
updates to one of two done.

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Click Calendar to place tasks and dates on a
timeline.

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The month view gives a broad overview.

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The arrow controls move through periods, and
Today returns you to the current one.

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The visibility selector determines the scope
available to your user.

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Click Week for a closer look at the
immediate schedule.

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The two remaining tasks appear on Friday in
this fictional example.

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Month and Week are complementary views: use
the month to plan ahead and the week to

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review the next few days.

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Use the layer checkboxes to choose what the
calendar includes.

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Here we turn off Canada Revenue Agency dates
and holidays.

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The checkbox changes, while this week’s task
entries remain.

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Keep the layers that help your review and
turn the others back on whenever you need

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them.