<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 Officer Assistant.

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.

Features

1. Searching

• Search Bar: A search bar to quickly find specific tasks by entering keywords.

1. Sorting

• Sort by Due Date: Sort tasks by their due date in ascending or descending order.

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.'