How to Manage Your Work Queue in Investor Engagement Manager

The Work Queue on My Day is a single, prioritized view of every open task assigned to you, live from your CRM. It doesn’t matter whether a task was created directly in the CRM or generated from an alert; everything lands in the same place.

Steps

1. From My Day, check the Work Queue panel. The count next to its title shows how many tasks are currently open.
2. Switch between the Priority, Date, and New tabs to change how the queue is sorted.
3. Tasks are grouped by priority, High, Normal, Low, so the most urgent items surface first regardless of due date.
4. Click any task to open it. From here you can update its status (Not Started, In Progress, Waiting on Someone Else, Completed), reassign it to a colleague, change its priority or due date, and add comments.
5. Use View Task in CRM to jump straight to the underlying record.
6. Update a task’s status as you work it, since the Work Queue reflects whatever is current in your CRM, keeping status current here keeps it current for anyone else looking at the same record.

Tasks generated from an alert (see How to Manage Alerts) show up here the same way as any other task, the Related To field on the task is what ties it back to the record or report that created it.