The "My To Do's" page in Wealthbox is a centralized hub that displays all your incomplete tasks and workflow steps across workspaces. It allows users to efficiently manage their action items without needing to switch between different workspaces manually. By utilizing the "My To Do's" page effectively, Wealthbox users can maintain better organization, enhance productivity, and ensure that no important task is overlooked.

Key features and benefits

1. Unified Task View

   • See all outstanding tasks and workflow steps assigned to you in one place.

2. Workspace-Aware Navigation

   • Clicking on a task or workflow step will automatically switch you to the relevant workspace where the task resides.

3. Improved Efficiency

   • Eliminates the need to toggle between workspaces to track outstanding items, saving time and improving workflow management.

4. Actionable Items

   • Tasks can be completed directly from the "My To Do's" page, ensuring that users stay on top of their work seamlessly.

How to access the "My To Do's" page

1. Click your name in the upper right corner of any Wealthbox page.

2. Click on "My To Do's" to view all pending tasks and workflow steps.

3. Select a task to review details or mark it as completed.

4. If a task belongs to a different workspace, clicking it will automatically switch you to the appropriate workspace.

Best practices for using the "My To Do's" page

• Regularly check this page to stay on top of assigned tasks.

• Use task filters to prioritize urgent or high-impact items.