Tasks
Depending on the role(s) of the user, different tasks may be of relevance. The RE Finance application visualizes these tasks on the homepage in the Tasks tile (see the following screenshot).
Homepage with Tasks
By clicking on the homepage on the Tasks, the user navigates to the Tasks screen where all relevant tasks are listed (see the following screenshot). All tasks can be viewed and reached with a single click. In this way, clicking on an approval task the user navigates to the correct Financial Plan, to the correct Entity, ready to review the plan.
Tasks