Product Feature Guide
Table of Contents
Task Template Items, Their Description & Functionality
Introduction
Task templates consist of predefined tasks designed to remind assignees with specific roles of impending action items, their due dates, and provide a record-keeping system for the outcomes of those actions.
For example, a task may require underwriters to verify the active licensing status of the broker associated with a specific application within the 'New Application' stage. This task can be designated as high priority, applicable to all property and employment types, and assigned to the underwriter with a due date within 7 days of file ingestion.
Tasks can be configured to have completion times ranging from minutes to days, or any combination of days, hours, and minutes. Any tasks set up in the Task Management section will automatically populate the appropriate applications when the application is transitioned into the stage the task applies to.
Task Template Items, Their Description & Functionality
Search Box - Located at the top left corner of the section. In the search box you are able to enter text/keywords related to the previously created default tasks. All default tasks with the search criteria in them will appear in a list view.
‘Add New Task’ Button - Enables you to create a new task. When selecting this button a pop up will appear with fields to input data. The fields consist of: Task, Description, Application Stage, Product, Priority, Purpose, Property, Assignee, Employment, Due Days, Due Hours, & Due Minutes.
Column List Headers
Task* - This is the name of the task (this will be visible to other users within applications).
Description* - A detailed description of the task or explanation of what is required to complete the task.
Stage* - This is the application stage for which the task needs to be completed. Single select field.
Product - If you have tasks that are product specific, you can select the product here and these tasks will only populate when these products are selected. Single or multi select.
Priority* - This is the priority of the task. Choices are High, Medium, or Low and how these are assigned is at the discretion of the lender.
Assignee* - Specifies the role the task is assigned to, indicating the individual responsible for its completion. When users are assigned to specific roles within the application, any tasks associated with those roles will be updated to show the user assigned to the role as the task’s assignee. Single select field.
Application Purpose - If you have tasks that are specific to application purpose types, you can select the purpose here and these tasks will only populate when these purpose types are indicated on the application. Single or Multi select.
Property Type - If you have tasks that are specific to property types, you can select the property types here and these tasks will only populate when these property types are indicated on the application. Single or Multi Select.
Employment Type - If you have tasks that are specific to an employment type, you can select the employment type here. These tasks will only populate when these employment types are indicated on the application. The task reads the employment type of the primary borrower only. Single or Multi Select.
Note: When setting a task to apply to "All Employment Types" the task will only populate if the employment type within the application is one of the types listed here. Alternatively, If you want the task to populate regardless of the income, then do not select any employment types. To do so, click on the All Employment Types checkmark until you see all types unchecked.
Due Days* - This is the number of days the user has to complete the task. The clock begins counting down at application ingestion for any tasks in the New Application stage, and at stage transition for all other stages.
Due Hours - This is the number of hours the user has to complete the task. The clock begins counting down at application ingestion for any tasks in the New Application stage, and at stage transition for all other stages.
Due Minutes - This is the number of minutes the user has to complete the task. The clock begins counting down at application ingestion for any tasks in the New Application stage, and at stage transition for all other stages.
Ellipsis - Clicking on the ellipsis opens up the option to delete a task if necessary.
Scroll Bars - Located at the bottom of the list and to the far right of the screen. Use these to scroll vertically or horizontally to see what does not fit on the page.
Items Per Page - Depending on how large your list is, you may have more than one page of tasks. To navigate through pages use the Items Per Page navigation at the bottom right hand side of your screen. With this functionality you can indicate how many items per page you would like to see in groups of 10, 15, 25, 50, or 100. You can see how many pages there are and scroll forwards and backwards through the pages if need be.
Adding a Task
To add a new task, follow these steps:
- Select the ‘Add New Task Button’.
- Enter the task details when the drop down appears. The fields consist of all the task headers. You are able to create tasks without selecting a stage or an employment type or other configuration fields. This is done in an effort to give more flexibility to how the process is defined by each lender.
Note: Tasks created without a designated stage will automatically be placed in the initial stage upon ingestion. - Once finished, click on the ‘Create Default Task’ button.
If you wish to cancel the process of creating a default task, click on the cancel button .
Tasks will populate the list in order of addition with the most recent appearing at the bottom of the list. Any tasks created that are not assigned a stage will only populate in the All list.
Editing a Task
To edit the task details, follow these steps:
- Find the task you wish to edit.
- In the line of this task, find the field you wish to edit and click on it.
- Update the data as necessary in the field.
The system will automatically save any updates made.
Deleting a Task
Find the inline ellipsis located at the far right of the task you wish to delete. Click the ellipsis and select the ‘Delete’ to remove the task.