Articles on: Getting Started/Set up

Overview of the Your Work Tab

Overview of the Your Work tab

The Your Work tab serves as a centralized hub, gathering all tasks relevant to you in one accessible location. No more toggling between rooms or deals to track down assignments where you play a role as an assignee, reviewer, or follower.

Within the Your Work tab, you can encounter three distinct categories:
Requests - These are typically associated with diligence or integration items and reside within each room under the Requests tab.
Findings - These are risks or issues flagged during the M&A process, created and stored under the Findings tab in each room.
Deal Tasks - These are tasks created on deal cards in the Pipeline.

Note: Depending on your plan and permissions, access to certain categories may be restricted.

Additional Features of the Your Work Tab

Filtering: Use the filter options to select between different rooms, progress statuses, role, priority, and due date.
Adjust View: Personalize your workspace by selecting and arranging fields to suit your preferences.

Experience the convenience of consolidating all your tasks in one place, enhancing efficiency and productivity throughout your workday.

Should you have any questions or require assistance, our support team is here to help. Feel free to reach out at any time.

Relevant Articles:

Overview of the Requests Tab
How do I use findings?
How do I create deal tasks?

Updated on: 07/03/2024

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