• Work with Clients
• Work with Diary Items
• Work with Documents
• Work with Files and Folders
• Work with Process Dashboard
• Work with Tiles and Panels
  • Create a To-Do
  • Create and Assign Renewal Lists and Expiring Policies
  • Customize the Message Board
  • Customize the To-Do List
  • Customize Tiles and Panels
• Work with WorkSmart Tasks

Work with Tiles and Panels

In this section, you can find detailed information on the following processes:

• Create a To-Do
• Create and Assign Renewal Lists and Expiring Policies
• Customize the Message Board
• Customize the To-Do List
• Customize Tiles and Panels

Use the navigation on the right to find more information on these topics.