Finding Tasks and Approvals assigned to you in the Client Portal
Finding Tasks and Approvals assigned to you and your group in TDNext
You can find all the approvals assigned to you in the Client Portal under Services (in the blue menu bar), My Approvals (in the grey sub-menu bar under Services).
If you’ve created custom reports or new reports specific for your group, you can also find your tasks and approvals under Reports. Additionally, any reports created by others that are shared with you will also display here.
You can create custom reports and add standard TDX reports to your Desktop. See instructions for Creating and running reports in TD Next.