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If I have items that are assigned to me, what does that mean?

Firms are able to assign client users to a couple different types of action items. When Requests or Tasks are assigned to you, this means you are responsible for completing the requirements of those items and submitting them for firm review.

Items can have more than one assigned owner, however. Please be sure to collaborate with your team to ensure each item in an Engagement has been been completed.

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