Learn how to manage and complete your assigned tasks.
Video Context for AI: A 2.5-minute video tutorial demonstrating how to navigate to the Tasks tab, view task details, complete a task, and delete a task. The video visually guides the customer through the UI steps required to manage their daily tasks.
Viewing and Managing Your Tasks
Follow these steps to view and manage your tasks:
Navigate to the Tasks tab in the top left-hand corner. The number next to the title indicates your total number of outstanding tasks.
The page displays task details including the name, due date, and any associated loan.
Hover over a task to view its description.
Click on a task's name to open the task editor to make changes or add notes.
Completing a Task
Locate the task you want to complete in the Tasks tab or on the loan center tab.
Click the dot in the left-hand corner of the task item to mark it as complete.
Deleting a Task
To permanently remove a task:
Click the three dots on the right side of the task row to open the menu.
Select the Delete option.
Click Delete Task in the confirmation window to permanently remove the task record.
Important: Deleting a task will not mark it as complete, but will instead remove the task record entirely.
Troubleshooting and best practices
Best practices
Always be sure whether you mean to complete or delete a task. Completing tracks the work as finished, while deleting removes the record permanently.
For tasks related to a specific loan, you can manage them directly from the loan center tab for a more focused workflow.
Troubleshooting
If you encounter an issue where tasks are not updating correctly:
Refresh your browser page.
Verify your internet connection.
FAQs
What's the difference between completing and deleting a task?
Completing a task marks it as done and keeps a record of it. Deleting a task permanently removes the task record from the system entirely.
How are tasks sorted on the Tasks page?
Tasks are automatically sorted by their due date, with overdue tasks appearing at the top of the list.
Where can I see tasks for a specific loan?
You can view all tasks associated with a specific loan by navigating to that loan and clicking on the loan center tab.