Tasks & Requests

In This Article: When and why to use Tasks in a finance workflow, how to create tasks and fill in required fields, how to find and filter your task list, and how to take action on individual tasks — including uploading deliverables, leaving comments, and marking work complete. Also covers when to...

In This Article: How to submit a request to your Compass analyst team — including filling out the request form, assigning a responsible party, specifying a target folder, and tracking progress through the request detail panel. Also covers the three-dot action menu, the Deliverables section, and t...