We have A LOT of clients and tasks in the system, how do I ensure that I’ve completed all tasks I’m responsible for?

Client, assignee, due date, and status filters are available in the Work screen, along with search functionality.

The Work screen gives you multiple filtering options to pinpoint specific tasks and also see a more comprehensive view of work assigned to you.  The filters help you only see those tasks you need to work on at that moment or a longer-term view. Additionally, notifications and the notification digests help keep track of work and ensure nothing slips through the cracks.