With new options to filter a profile’s due diligence tasks, it’s easier to focus on what you’re working on.

You can now filter to only show the tasks which are required for open applications. This filter will hide any tasks which are no longer required if the risk level changes or if an application is rejected. This is now the default view.

When you want to see the tasks required to pass all applications, including those which have previously been rejected or cancelled, filter by required for all applications.

For a view of every single task, including those that aren’t assigned to any application, filter by all tasks. You can of course still filter by a specific application to see the tasks required for that application.

We hope you find this useful!