video1.0<iframe src="https://www.loom.com/embed/f7f6a0b2d990447d8a87a1eefd8a4f4c" frameborder="0" width="1730" height="1297" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12971730Loomhttps://www.loom.com12971730https://cdn.loom.com/sessions/thumbnails/f7f6a0b2d990447d8a87a1eefd8a4f4c-da70f410fef6e12a.gif215.5093In this video, I walk you through how to effectively navigate tasks and collaborate with clients and team members. I demonstrate features like filtering tasks, changing views, and managing task assignments, all while keeping in mind the importance of the information displayed to clients. It's crucial to understand that many tasks will be pre-filled based on the services chosen by the customer. Please make sure to familiarize yourself with these features, as they will enhance our workflow and client interactions.