📄️ Tasklist
This gives the user access to all the active case files they have been working on from the user’s portfolio and scheduled to make a follow-up later.
📄️ My Files
In this section users are able to view their portfolio,as shown in the screenshot below.There is filter feature to help narrow down your selection.
📄️ My Campaign List
Here a user can see call campaigns that they are part of, number of files in those campaign and actions to perform, join or exit. Users can be part of multiple campaigns whether group or individual.