<aside> <img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Table of Contents

• Super Admin
• Loan Officer
• Loan Officer Assistant
• Branch Manager
• Borrower Journey
• Partner Journey
• Processing Manager

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Upon entering the system, you'll find the Tasks section, acting as a central hub for managing all team or project tasks. This initial view offers a glimpse of functionality, providing a simple starting point for Loan Officers.

Task Sections

1. All Tasks: Displays a comprehensive list of all tasks.
2. Today: Shows tasks that are due today.
3. Important: Lists tasks marked as important.
4. Planned: Contains tasks that are planned for future dates.
5. Assigned to Me: Displays tasks that are assigned to the current user.
6. Assigned to Other(s): Shows tasks that the current user has assigned to others.
7. Completed: Contains tasks that have been marked as completed.

Key Features:

1. Creating Tasks: Initiate new tasks and assign them to relevant team members by clicking on “+Task” present at the top left corner of the Tasks page then enter the following details.
   • Subject
   • Description(Optional)
   • Due Date
   • Set Reminder
   • Select Assignee
   • Task Activity
   • Add Comment
   • Click Save
2. Assigning Tasks: Assign tasks to team members by selecting their names from the dropdown menu.
3. Establishing Due Dates: Specify deadlines for each task to prioritize and manage workload efficiently.
4. Reminders: Enable reminders to ensure timely completion of tasks.
5. Task Status Tracking: Monitor the progress of tasks from creation to completion. Tasks can be categorized as 'Pending,' 'In Progress,' or 'Completed.'

• Key point to note is that the tasks created and added in MLOFLO are not synced to your google calendar, etc. They are only reflected in the tasks section on MLOFLO.
• Custom task lists are not directly supported in MLOFLO. However, loan officer may create and manage tasks through the Tasks or Activities sections, associating each task manually with a team member (only) as needed.