How to Export Daily Dashboard Tasks | Scribe

    How to Export Daily Dashboard Tasks

    • JULIA HORN |
    • 19 steps |
    • 2 minutes
    1
    Navigate to [https://tax-research-workflow.apps.pcfwtcprd.clgxlabs.io/operations/worker-dashboard/open-tasks.xhtml](https://tax-research-workflow.apps.pcfwtcprd.clgxlabs.io/operations/worker-dashboard/open-tasks.xhtml)
    2
    Click this dropdown.
    3
    Click "INVENTORY"
    4
    Click "Clients"
    5
    Click "CCO Mortgage (SrcBrg)"
    6
    Click "Cenlar (SrcBrg)"
    7
    Click "PNC (SrcBrg)"
    8
    Click "US Bancorp (SrcBrg)"
    9
    Click "Apply"
    10
    Click "Task Status"
    11
    Click "Work in Progress"
    12
    Click "Apply"
    13
    Click "Apply Filters"
    14
    Click "Change preset"
    15
    Click "-- select preset --"
    16
    Click "Daily Dashboard (Rev-2)"
    17
    Click "Apply"
    18
    Click "Apply Filters"
    19
    Click "Export"