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What is the to-do tab at the top navigation?
What is the to-do tab at the top navigation?
Updated over 2 years ago

This is a view of all to-do items from within your workflows, or other task items you create in Iris Works. You can view all open items, items sorted by tasks due today or this week, and all completed tasks. You can also search for a task by using the search bar and entering the client's name and/or key words.

In this section, you can also add in tasks that are not associated with a workflow or client. Simple select the "Add" button to add a new task.

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