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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.

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Notes: 

  1. Tasks can be sorted by their Status: All Tasks, Overdue, To-Do, In Progress, Done, Rejected, and Upcoming. You can select more than one filter at a time. You can also sort on Due Date, including "All due dates," "Today," "Tomorrow," "This Week," "This Month," "Last Month," "Year To Date," or "Select Date Range."

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  2. The search bar in the Tasks tab of the Work module allows searches by Action item details as well as task name.
  3. 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.