What auto-generated tasks might I find in Work?

Certain events trigger a task to be auto-generated and assigned to an appropriate user.

Smart Connect disconnections

These get assigned to the connection owner (whoever set up the connection; this could be a partner or client).

Note: If using Smart Link and "send link via email" option is chosen when requesting the initial connection, the reconnection email with link will go to the client automatically if it disconnects. If the "generate shareable link" option is chosen when requesting the initial connection, you will be responsible to share the link with the client again if it disconnects; you can access it via the task.

Transaction Manager: Outstanding Transactions

These get assigned to the assignee on the transaction (could be firm or client).

Enabling AutoPush

These get assigned to the point of contact set when adding the client (always a firm team member and not client)

GL Disconnections

These get assigned to the point of contact set when adding the client (always a firm team member and not client)

New GL accounts added

Assigned to the point of contact set when adding the client (always a firm team member and not client)