Action Center brings together open work from several areas of the selected company or workspace. A row can represent a service task, a document request, or a next step in another workflow.
Check the area label under a row’s title before opening it. A service task opens a panel with its description, checklist, and comments. Other kinds of rows take you to the relevant workspace page so you can act on the original record.
Use the Service tasks area when you specifically want tasks sent by the Institution Team. Use All work when you want to review the broader set of recorded next steps. These views organize the queue; they do not change the underlying records.
An item’s presence does not by itself mean it is assigned to you personally. The Next step filter indicates whether the recorded next action needs your input, is with Institution, or falls under other open work. Read the item’s details before deciding what action to take, especially when a shared company has several team members.
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