Needs attention.
Client messages, documents, service questionnaires, and follow-ups in one place.
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Opening an item does not mark it reviewed. A revised questionnaire submission needs a new review. Marking reviewed does not reply to the client.
Due today or overdue
Manage all tasksDates are entered manually. Complete or reschedule a task in the task workspace to remove it from this list.
Refresh to check for new items. No email or text alerts are sent. Only current submitted questionnaires appear here; drafts are excluded. Earlier review actions remain in the matter activity history. Historical client messages and uploads start as unreviewed. Private pilot · Test records only.