Tasks & Your Day

Read Your Overview Page

Understand what your home page is telling you, and what to act on first.

Add, Move, and Resize Widgets

Build the dashboard you want from the widget library, then arrange it the way you work.

What Time Saved Counts

See what the figure at the top of your overview counts, and what it deliberately does not.

Keep Notes on Your Overview

Use the scratchpad only you can see, or the one note your whole team edits.

Triage the Tasks Page

Read the queue, group it the way your team works, and clear the overdue first.

Create and Assign a Task

File a piece of work against the right record, and give it to the right person.

Tasks BrokerPlus Files for You

Understand which deadlines raise a task on their own, and which ones close themselves.

Resolve a Task From Its Own Panel

Take the action a task is asking for without opening the deal behind it.

Change a Task After You File It

Rename it, hand it to somebody else, or re-file it against the right record.

Track Progress on a Task

Say how far along something is without standing up five smaller tasks.

Discuss a Task With Your Team

Leave an internal note on a task, and pull a teammate in by name.

Snoozing Against Changing a Due Date

Learn which one to reach for, because they tell your team different things.

Complete, Reopen, and Remove Tasks

Clear work off the queue one at a time or in bulk, and put it back when you need to.

Task Reminders and Your Daily Brief

Choose how BrokerPlus nudges you about your own work, and when your brief arrives.