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Action Center and requests

Show only service tasks from the Institution Team

Use Service tasks or the From your team summary to narrow Action Center.

Updated 2026-11-11

Choose Service tasks in Action Center to focus on task records supplied by the Institution Team. This removes unrelated workflow rows from the current area view while keeping the tasks themselves available.

The From your team summary is another route to open service tasks. Selecting it returns to open work, selects the task area, and clears the next-step and past-due restrictions so you can see that task queue together.

Open a task to read its description, checklist, due date, and comments. If you only see tasks waiting for review, inspect their status before trying to resubmit them. Tasks that are waiting on Institution can remain open without needing another action from you.

If the task you expected is absent, check the company selection and the Completed work view. A completed task is not an open task. Also inspect any source-loading warning before treating a missing row as proof that the team never created it. Give support the task title and intended company when asking them to locate it.

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