Assigning Work
Reviews, comments, messages, cases and tasks can each be assigned to a teammate and given a status of Open, In progress or Resolved. On a review, this lives in the work panel at the bottom of the card.
My Work
Every assigned item across every business you belong to appears in My Work, sorted by what's most pressing. It's split into sections, Mentioned, Cases, Tasks, Reviews & comments and Messages, with filters for each, plus an overdue count at the top.
Tasks and Due Dates
Tasks can be created against a contact, a case or a review, given a due date, and ticked off from My Work. Overdue tasks are highlighted in red. A task keeps a link back to whatever it came from, so you always know why it exists.
Watchers
Add collaborators to any work item to keep an eye on it without owning it. Watchers get notified when things change but the item stays off their queue.
@Mentions
Type @ in any note to mention a teammate. They'll get a notification and the item shows in their Mentioned list, the quickest way to pull someone in without reassigning.