Task Sets

View the "Loan Templates" Quick Reference Guide

Use the Task Sets tool to group predefined tasks into task sets that are associated with particular milestones. Task sets can then be added to loan templates. When the template is used to create a loan, the tasks in the task set display on the appropriate milestone worksheet.

Use the Tasks tool to create the individual tasks.

To Create a Task Set:

On the menu bar, click Encompass, and then click Settings.
On the left panel, click Loan Templates, and then click Task Sets.
On the Task Sets screen, select the Public or Personal folder in which to add the set.
Click the New icon, type the name of the task set, and then (with the new task set selected) click the Edit icon.
On the Task Set Template Details window, type a Description.
From the Milestone list, select a milestone with which to associate the selected tasks.
Select one or more tasks from the Predefined Tasks list and click Add.
Repeat steps 6 and 7 to add tasks to the set for different milestones.
To remove tasks from the set, select one or more tasks from the Tracked Tasks list, and then click Remove.
Click Save.