The first thing you do when you log in to the system at the start of the day is to go to your Workflow. This is designed to be the continual guide to using the system.
Finplan automatically tells you which cases to chase up, at which stage you are, and even opens the case for you, – removing the need to search.
Simply double-click on the individual items and go through your list.
Tick off the outstanding tasks when finished, or mark them for review on a future date. Once your workflow is empty, you are finished with your daily tasks.