ClientSuccess combines SuccessCycle activities and tasks, as well to-dos, to bring you the tasks screen. Here you can (1) utilize role-based segmentation, (2) select a due date range where overdue tasks are displayed first (3) filter by SuccessCycle items, to-dos, or both, (4) edit, re-assign, or delete various action items, and (5) jump into client records.

Note: You can also take advantage of in-line actions to add to-dos to the task screen as well as work with SuccessCycle Stages (which include activities and tasks).

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