Did you know you can streamline your workflow by saving your preferred Task Hub views, sharing them with your team, and setting a preferred view as the default when the screen loads?
Whether you frequently monitor tasks for specific advisers or manage a collective team workload, saving these views eliminates the need to manually re-apply filters and sorting every day. You can capture your preferences once and access them instantly whenever they are needed.
Learn more about Task Hub and saved views here: Task Hub
