Tasks
Use the Tasks tool to create, manage, and track the tasks to be completed at each milestone. You can also send alerts to other loan team members to request follow-up actions related to a task.
To Create a Task Entry:
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On the Log, click the New icon
, select Task, and then click OK.-
Or, click the Tools tab, click Tasks, and then click the New icon.
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Or, from a milestone worksheet, click the Task List button, and then click the New icon.
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Or, click the Find icon to select a predefined task.
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On the Task worksheet, type a task Name and Description.
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Select the milestone with which the task is associated, and (optionally) select a priority.
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As needed, in the Contacts section, click the New icon to add business contacts that are associated with the task.
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In the Status section, type the number of days before the expected completion of the task in the Days to Complete field.
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In the Comments section, type additional information related to the task.
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If you click the Date Stamp button, the current date and time is added to the next blank line in the Comments section. You can adjust this information as needed.
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In the Follow Ups section, to request follow-up by a loan team member, select a role, and then select the date for the follow-up.
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A separate follow-up entry (with red text) is created in the Log.
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The alert displays on the selected loan team member's Pipeline.
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Click OK.
Edit a Task Entry
and then click