How does Doxario remind me of open tasks on a deal?

Through the dashboard, and in several places on it. Four counters sit at the top — “Needs you now”, “Waiting on others”, “This week” and “Active deals” — with these sections below:

• Needs your attention — the cases with something outstanding, sorted by urgency. A case can take up to three rows here: an approval, a task of your own and a follow-up. Within each kind of action the rows are condensed: one wins, the rest appears as “+N more” beside it and in full on the deal page.
• Your deals — every live case with its phase and next step. A case with something outstanding appears in both sections, and that is deliberate: “what do I have to do” and “which deals should I keep an eye on” are two different questions.
• Appointments and tasks — the day with its due dates, plus the “Waiting on others” list.
• Calendar — appointments and deadlines for the coming weeks.

Entries without a case always get a row of their own and are never grouped — an incomplete evidence archive, say, or an access link about to expire without any offer having come in. They hang off a person or a link, not off a deal they could be condensed into.

On top of that there is the weekly review across all live cases: the weekly confirmation that they have been looked at, as evidence of ongoing monitoring. If it lapses for two weeks, the case is escalated. Closed cases no longer count towards it.

As an agent you may see the neutral note “Something is still open on this case — the back office has the details” on the card, without any classification and without further detail.