Today's snapshot — everything due now or soon.
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Your own running notebook — jot a line, come back later, edit or remove it any time. Not a task list; nothing here is tracked or dated.
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Tasks with no due date — grouped by urgency (Today, Tomorrow, In three days… up to In one month), so nothing quietly gets buried.
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Tasks with a due date — sorted soonest first.
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Dated items where someone else needs to act — the date is a check-back trigger, not a deadline for your own work. Sorted soonest first.
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Last 7 days only, to keep this clean — older completed tasks aren't deleted, just kept out of view here.
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Subject lines and Adobe Sign content for every matter type — tap Copy to grab a field.
Enter a reference number to pull up everything tied to that matter — tasks, schedule, waiting items, completed work, and the log — as its own workspace. Complete, edit, remove, or Park items right here, same as anywhere else in the app.
Quick access — add a task, waiting item, or log entry. Same box that used to sit at the bottom of Home.
Quick access — start a new matter playbook. Same box that used to sit at the bottom of Home.
Every active task, schedule item, and waiting item in one scrollable list — grouped Overdue / Today / Next 3 Days / Next 7 Days / Rest. Parked overdue items are excluded, same as every other tab.
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