Tasks
Jun 30, 2026
2
| Tasks Use the Tasks tool to create, manage, and track the tasks to be completed at each milestone. You can also send alerts to other loan team members to request follow-up actions related to a task. To Create a Task Entry: On the Log, click the New icon , select Task , and then click OK . Or, click the Tools tab, click Tasks , and then click the New icon. Or, from a milestone worksheet, click the Task List button, and then click the New icon. Or, click the Find icon to select a predefined task. On the Task worksheet, type a task Name and Description. Select the milestone with which the task is associated, and (optionally) select a priority. As needed, in the Contacts section, click the New icon to add business contacts that are associated with the task. In the Status section, type the number of days before the expected completion of the task in the Days to Complete field. In the Comments section, type additional information related to the task. If you click the Date Stamp button, the current date and time is added to the next blank line in the Comments section. You can adjust this information as needed. In the Follow Ups section, to request follow-up by a loan team member, select a role, and then select the date for the follow-up. A separate follow-up entry (with red text) is created in the Log. The alert displays on the selected loan team member's Pipeline. Click OK . Edit a Task Entry Click the task entry in the Log. Or click Tasks on the Tools tab and double-click to open a task. Edit task information as required. Select the Completed checkbox in the Status section if the task is complete. Click OK . Follow-Up on a Task Alert Click the red follow-up entry in the Log. Or click the Tools tab, click Tasks, and then double-click to open the task. After completion of the follow-up action, select the Followed up on checkbox. Change the followed-up date if necessary. The alert entry is removed from the Log and the original entry is updated with the follow-up information. The alert is removed from the loan's alert list on your Pipeline. Click OK . Record Completion of a Task In the Log, click the milestone entry with which the task is associated. In the Tasks section of the milestone worksheet, select the checkbox of the completed task. -OR- Click Tasks on the Tools tab and double-click to open the task. Select the Completed checkbox in the Status section and click OK . Delete a Task Click Tasks on the Tools tab and then select an entry from the Tasks list. Click the Delete icon and then click Yes to confirm that you want to delete the entry. See Also Working with Milestone Worksheets Alerts |
