May 5th, 2026

You can now filter the Tasks page (and the Tasks tab inside any transaction) by Primary Agent.
Pick an agent from the new PRIMARY AGENT section in the filter panel and your task list narrows to just that agent's deals. Pair it with Saved Filter Presets and you've got one-click per-agent task views, perfect for transaction coordinators juggling multiple agents.
Filter results respect existing visibility rules, so you only see tasks on transactions you already have access to.