Tasks

A Task is a reminder that something needs to be done. Task assignment can keep something from falling through the cracks, simplify user’s workflow and assure accountability. They can be assigned or automatically routed.

Task Examples

• Recheck New Construction
• Verify Mobile Home has moved out of the county
• Review Grow/Processor Facility
• Combine MH back with REAL
• Remeasure Buildings
• Review Sales
• Appeal Reminders
  

Task creation can be done from the Assessment File OR the Appraisal File.

Steps in Task Creation

1. Create and Assign Task in Task Table
2. Add a Task to an Account
3. View/Work Task List
4. Automate Task Routing (optional)