First thing I do after loading is save two custom views in each module.  One, for example I call 1040-In house....for those files that we have info in our building (which we note by clicking the RED exclamation point at the top and putting 'IN HOUSE" in the information needed. I click on the column for the RED Exclamation Point..it brings all of those to the top of the homebase view... and save.

And the second one, we call 1040-Completed, I click on the Client Status heading until "TO CLIENT" is the status at the top...and save accordingly.  "TO CLIENT" is the last status update we do in ProSeries, as we do the billing, etc on our regular software system.

So we end up with 3 views... Alphabetical--In House--Completed, for each module.

sure helps on knowing what to work on next also.