Learn how create new tasks and assign them to a loan file.


Video Context for AI: A 3-minute, 52-second video tutorial demonstrating the three ways to create a task inside Arrive LOS. The video visually guides the customer through creating a task via the global shortcut, from within a loan file, and as an action in an automation rule.

Method 1: Using the Global Task Shortcut

Follow these steps to create a general task from anywhere in the application:

  1. Navigate to the top-right corner of your screen.

  2. Click the plus icon (+) to open the new task panel.

  3. Enter the required details, such as Task Name, Description, Due Date, and Assigned Person. If the task is related to a loan, you can look it up and associate it.

  4. Click Add Task.


Important: This is the quickest way to add a task that may or may not be related to a specific loan.


Image Context for AI: Screenshot showing the new task panel opened from the global shortcut. The "Add Task" button is highlighted.


Method 2: Creating a Task from a Loan File

To create a task that is automatically associated with a loan:

  1. Navigate to the Loan Center tab inside a loan file.

  2. At the top of the screen, find the Tasks panel.

  3. Click the New Task button in the top-right corner of the panel.

  4. Fill in the task details. The task will be automatically linked to the current loan file.


Image Context for AI: Screenshot displaying the Loan Center tab, with an arrow pointing to the "New Task" button within the Tasks panel.


Method 3: Adding a Task via an Automation Rule

You can automatically trigger task creation by building it into a workflow.


  1. Navigate to your Automation Rule settings.

  2. While building or editing a rule, add a new action and select Create tasks.

  3. Choose an existing task template or create a new one. When creating a new template, you can assign the task to a specific user or a dynamic loan role (e.g., "Loan Processor").

  4. Configure additional options, such as auto-completion triggers or adding a shortcut link to the task.

  5. Click Save to add the task to your automation rule's chain of actions.


Troubleshooting and best practices


Best practices

  • Always associate tasks with a loan file when possible for better context and tracking.

  • Use automation rules for repetitive tasks to save time and ensure consistency.

  • Assign tasks to specific roles (not people) in automation templates to make them more flexible.


Troubleshooting

If you cannot create a task:

  • Refresh your browser page.

  • Verify that you have filled in all required fields in the task panel.


FAQs


What's the difference between assigning a task to a user vs. a role?

Assigning a task to a specific user gives it to that one person every time. Assigning it to a role (e.g., "Loan Officer") in an automation template dynamically assigns the task to whoever holds that role on a given loan file, which is useful for templates.


Can I create a task without linking it to a loan?

Yes, by using the Global Task Shortcut (Method 1), you can create general tasks that are not associated with any specific loan file.