Actions

View and Manage Your Follow-Ups and Overdue Tasks

This is a general description of what the interface helps you do:

• Follow-Ups: Tasks or actions that require you to follow up with someone (e.g., a client, team member, or stakeholder).

• Overdue Tasks: Tasks that were not completed by their assigned deadlines.

Date Filter

A tool to filter tasks, follow-ups, or records based on specific date ranges (e.g., today, this week, this month, etc.).

Switch User

This might allow an admin or manager to switch between user accounts or profiles to view their tasks, progress, or opportunities.

Branches

This could refer to different locations, teams, or subdivisions within your organization. For instance, if your company has multiple physical locations or departments, you may be able to filter or view data by branch.

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Key Metrics

1. Follow-Ups (0): This means you currently have no tasks requiring immediate follow-up.

2. Overdue Tasks (0): There are tasks that have passed their due date and still need to be completed.