Work

What is "Work," and how do I find it?

On the left side navigation click on “Work.” This is where you will see all Tasks assigned to you, across all of your clients in BOS.

On the left side navigation click on “Work.” This is where you will see all Tasks assigned to you, across all of your clients in BOS.

Notes: 

  1. Tasks can be sorted by their status, “All Open Tasks,”  “To-Do,” “In Progress,” “Overdue,” or “Done.”
  2. By default, you are selected as the Assignee. To see Tasks assigned to other users, simply un-select your name. 


PROJECTS VIEW

On the next tab, you’ll see “Projects.”  Under ‘Projects’ you’ll see a list of your projects, organized by client and type of work being performed.  For example, you might see a deployment project, a month end close project, or an Accounts Payable project.