My Activities screen

The My Activities screen displays activities that have been assigned to you. With activities, you can track tasks associated with an account, policy, or policy transaction.

You can reassign an activity to another user, skip an activity, or mark an activity as complete. Skipping an activity indicates that you no longer wish to do the activity. Completing an activity marks it as finished.

On the My Activities screen, users see the following items in the search drop-down list:

All open – Display all activities assigned to the current user.
My activities today – Display all activities for the current user that are due today.
Due within 7 days – Display all activities for the current user that are due within seven days.
Overdue only – Display all activities for the current user that are overdue.
Closed in last 30 days – Display all activities for the current user that were closed in the last 30 days.