Add a Task to an Account

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)
   

To Add a Task to an Account

• Open the Account to Assign the Task to
• CLICK Edit — Create Task
• To create a Task from the Appraisal File
• Open the Account to Assign the Task to
• CLICK Edit — Create Task
  

This window will open (in edit mode).

Complete Task Info

• Account: Account number automatically generated
• Task Type: CLICK down-arrow to chose type. If task isn’t listed, go to Task Types to create task
• Assigned User: CLICK down-arrow to choose user.
• Add Document Info (if any)
• Link any modules related to task.
• Assign Dates
• Add any Task Comments
  EXIT to SAVE
  

Account — Appeals/Tasks Tab
The task will appear with pending status.