By Compliance OS on September 29, 2026
Beginner

The work queue lists every task across clients.

Work queue
  1. Status tiles: Overdue, due soon, waiting on client, with authority and blocked counts; click a tile to filter.
  2. Filters: Switch Team / Mine and filter by owner, status, due date, portal or assignee.
  3. Task row: Each task shows the client, owner, portal, due date and status; click to open it.
  4. Due badge: The due badge counts down to the deadline and turns red when overdue.
  5. Open portal: Opens the task's government portal securely — reason required, access logged.

1. Choose Team or Mine

Switch between everyone's work and your own.

2. Filter

Click a tile (overdue, due soon, waiting on client, blocked) or use the filters.

3. Watch due dates

The due badge counts down and turns red when a task is overdue.

4. Open a task

Click a row to open the task page. Task links on Home, the Calendar, Customer 360 (Work tab), notifications and search all open the same page.

5. Open a portal

If the task uses a government portal, open it from the row. You give a reason, and the access is logged.

Next: Work on a task


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