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Action Items & Messages

If you work with an agent, anything they assign appears under Action Items, and Messages is your direct line to them.

How to use it

1. Open Action Items to see tasks from your agent. Check them off as you finish. Overdue items are flagged.
2. Download any files your agent shared, listed below your tasks.
3. Open Messages, type a note, attach a file if needed, and send. Replies arrive in the same thread.