Adding Tasks

To add Customer Specific Tasks, click the Task button at the top of the Tasks section.

The Add Task screen will display a list of the Tasks within the Workflow. Select an existing Task to add a new Task as a sub-task of that Task, or select the Root Level to add a new Task at the end of the Workflow.

Complete the following Task Information fields:

•       Title: Enter the desired title for the Task.

•       Start Date: Choose the date to be used as the start date of the Task.

•       Due Date: Choose the date to be set for the due date of the Task.

•       Assignee: Choose from the drop down how the Task should be assigned.

Options include:

• Use Parent Assignment

• Select Later

•  Lending Staff Role

This option will display an additional drop down menu to select from the available Lending Staff Roles set up by the System Administrator.

• Task Queue

This option will create an additional drop down menu to select from the available Task Queues set up by the System Administrator.

• Specific User

This option will create an additional text box to search for users on the system.

• Workflow Creator

•       Dependencies: Enter the Task number that you would like the new Task to be dependent for completion.

•       Custom Form: Choose an available Custom Form to attach to the new Task.

Click Save once finished. The new Task will be added to the current Workflow in the location selected.