Tasks are action items created by firm users to help keep track of anything needing a reminder in Fieldguide. Tasks can be created to check in on a specific item, review a note, update a document, or anything else users might need to complete during their Engagement.
Users can review tasks a couple different ways:
From the Home Screen, you can select the "Tasks" option to be taken to the Tasks tab on the Inbox Screen:
Additionally, users can view the tasks assigned to them per Engagement on that specific Engagement Dashboard:
