For each of your applications in Expert, you can create Tasks for yourself or other agents in the firm. Tasks are an excellent way to track your deals and manage your business.
Tasks are also a useful feature to quickly open your deals. If you assign a Task to yourself for every active deal, you go to your Task List to open the deal, rather than having to conduct a search for it.
Note: If you are assigned a Task for a deal that normally you would not have the ability to edit or view, you only have access to the deal while your Task is open. When your Task is completed, you will no longer be able to access that deal.