Product Feature Guide
Table of Contents
Task Navigation Button, Due Date/Time, & Current Stage Tasks Badge
Introduction
Tasks play a crucial role in helping the Lender's team ensure timely completion of all tasks and provide a way for team members to track the status of their tasks. In the application dashboard, you will find the "Tasks" button on the left-hand navigation menu. By clicking on this button, you will be taken to the Tasks page specific to that application. The tasks within the Application Dashboard are tailored to the application they belong to. Based on a user’s permission, they can create new tasks, edit tasks or delete them. Tasks are categorized by their associated stage within the application pipeline. The task list will vary depending on the view you are in, either "Current" or "All". There is a scrollbar located at the bottom of the section, which enables users to scroll horizontally and view any columns or fields that may not be visible on the screen. Tasks that are crossed out and have a green checkmark to the left indicate that they have been completed.
Task Navigation Button, Due Date/Time, & Current Stage Tasks Badge
Next to the Tasks navigation button, you will notice a time in days, hours, and minutes. This a counter that indicates when the next task is due and it will update automatically as tasks are completed, edited, or deleted. The counter is colour coded in either green, red, or yellow. This is to assist users by providing them with a visual cue of the due status of the task. A green counter indicates that the next task is due more than 30 minutes in the future. A yellow counter means the next task is due within the next 30 minutes. A red counter indicates that the task is overdue. This visual cue helps users stay on top of their tasks and prioritize their work accordingly.
You will also see an orange number badge located to the right of the counter. This badge provides a visual representation of the number of tasks that are still incomplete within the current stage of the application. In the example above, there are 5 outstanding tasks in the Underwriting stage. This same badge will appear in the Stage header as well.
The task counter starts at deal ingestion for the initial stage. It resets at each stage transition to the tasks within the current stage presuming of course that all tasks for the stage you are transitioning from have been completed. When you force a stage transition, any incomplete tasks from the previous stage will carry over. The countdown will still show for these tasks because they are likely the ones that need to be completed next.
Furthermore, there is also a task countdown indicator on the deal in the Pipeline View.
This countdown is now also present on the pipeline through a colored bar at the bottom of every deal card in the board view or to the left on every deal in the list view.
- Green: When the next task is due over 30 min in the future.
- Yellow: When the next task is due in the next 30 min.
- Red: When there is an overdue task.
Users can also hover over the color indicator on a deal card to see the actual time left to complete a task or if a task is overdue.
Pipeline Stage & Task Badges
You may see an orange badge (
Tasks List & Headers
Current Stage Tasks List
All Tasks List
The task list can be segmented into current stage tasks or all tasks by selecting the current stage button or the all button located above the task list on the far left.
Sorting the List Using Column Headers
Columns can be sorted by ascending or descending order by clicking on the arrow to the right of the heading title. When the arrow is facing upwards, the list is sorted in ascending order. When it is facing downwards, the list is sorted in descending order. When you sort the list, the arrow in the column of which you sorted will hold in place to indicate what your sort criteria was.
Ascending: Descending:
Task - The task column displays the name of the task that needs to be completed.
Description - The task description provides an opportunity to provide detailed information about the specific actions expected for that task.
Stage - The stage indicates the specific application stage in which the task needs to be completed.
Priority - This is the level of priority (low, medium, high) of the task. This is subjective to the lender in its utilization.
Assignee - The assignee refers to the user or role to which the task is assigned. For example, the task can be assigned to an Underwriter or a Document Collector. Tasks can be assigned to specific roles, and when users are assigned to those roles, the tasks automatically update with the assigned user. You can also manually assign a task by opening the sidebar for the task and searching for the assignee either by scrolling through the list or using the search function. It is important to note that the user you assign the task to does not necessarily need to be assigned to the deal.
Due Date - This indicates the date and time by which the task should be completed. The due date can be set in various time increments, ranging from days to minutes.
Completed by - This indicates the user who completed the task.
Completed at - This indicates the date when the task was completed.
Completing a Task
There are three different ways to complete a task:
1. By clicking on the checkbox located on the far left of the task line.
2. You can bulk complete tasks by checking the box to the left of the Task column header. This action will mark all incomplete tasks as complete.
Completing a task does not remove it. It simply strokes it out and adds the “completed by” and “completed at” information to the far right of the task.
Note: You can uncheck tasks to revert it back to incomplete the same way you can complete tasks as noted above. A word of caution though, by using the bulk method described above, this will mark ALL completed tasks back to incomplete. Depending on how far along you are in the application, it is likely you do not want to do this. Best Practice would be to uncheck completed tasks one at a time if you want to revert them back to incomplete status.
Adding a Task
To create a new task, just click on the "Add New Task" button, which is represented by a green plus button. This action will open a sidebar where you can input all the required details in the designated fields.
To add the task to the list, simply click on the 'Add task' button when you have finished. You can cancel out of the action by clicking the ‘Cancel’ button. For any task that is added, a history entry will be logged noting who created the task, when it was created, and the task details (name, description, stage, etc.).
Editing Tasks
Tasks can be edited within an application. To do so, click on the "Open details in sidebar" icon next to the task's name. This icon will appear when you hover to the right of the task's name.
When you click on this icon, a sidebar will open allowing you to edit any of the fields as necessary.
When you are satisfied with the changes, click the “Save Task” button in the bottom right corner. The system will automatically save all changes and a history entry will be logged. This entry will note who edited the task, which task was edited, and when it was edited.
Deleting Tasks
To delete a task, follow these steps:
- Click on the ellipsis to the far right for the task you wish to delete.
- Click on the "Delete" option in the drop-down menu.
- Click on the "Remove" button in the confirmation popup that appears. The task will be removed from the list.
If you do not want to delete the task. click on the cancel button in the confirmation popup.
When a task is deleted, a history entry will be logged. It will note who deleted the task, which task was deleted, and when.
