Key Terms/Labels

Description

My View

The My View page is the default page you see  after you log in. The MyView page shows all the Tasks assigned to you.

Reports

You can create and save reports as My Reports or Firm Reports for future use.

Scheduler

This is displayed if the firm uses XCM scheduler. Scheduler is used to schedule current Tasks (Resource Allocator) and future Tasks (Calendar-based scheduling).

My Tasks

Displays Tasks assigned to the logged in user.

My Extensions

The Extension menu contains all of the extension Tasks assigned to the logged in user.

My Checklists

Displays Checklists assigned to the logged in user.

Views

Shows all unassigned Tasks by category such as Outsourced, Admin, Financial, and Bookkeeping.