Task Management

Click the Tasks button towards the top right of the screen within the file.

Click "Create New Task"

Tasks default to personal and users can assign themselves a task. Also, users can un-toggle personal and user roles will become visible to choose a user role assignment. Complete the required fields and others to create the task content. Users can attach a document if they wish to accompany the task.

Users can edit a task by clicking on the blue pencil.

Users can complete tasks by clicking on the checkmark next to each task.

Click "Confirm"

Users can use the filters at the top of the tasks screen to filter tasks as needed.

Click "Dashboard" to show an aggregate of the total tasks assigned.

Click "2" to access tasks within the desired bucket.

Click "#221102001" the loan number to access the loan.

Click "Back To Tasks" once the task is complete within the loan to access the desired bucket.

Click here to complete tasks from within the Dashboard buckets.

Click "Confirm"