View/Work Task List

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 View Assigned Task List
CLICK Clipboard in Upper-Right Toolbar

User Task List will generate.

User can filter, map, print or list.
OR
RIGHT-CLICK to work individual tasks.

Filtering Tasks
From the Task List, user may filter (similar to index)
CLICK on FILTER
Filter Options Box will open.
TYPE-IN info OR USE DROP-DOWN to choose how to filter task types.
CLICK Apply and Index of Tasks will open

To Show Tasks on Login
Main Menu — System — System Tables — User Profiles
CHECK Show Tasks on Login (while in edit mode—exit and save)

To Work Task
ASSESS Account
GO-TO Appeals/Tasks Tab
RIGHT-CLICK on task

FILL-IN Checked/Rechecked or Closed Dates
CHANGE Status to Closed
EXIT to SAVE

Status will change to closed.