Assigned Tasks Module
Create workflows once and use them forever! Automate workflows and task lists for routine processes like “New Employee Hiring,” and easily manage each of these workflows!
- Module Highlights
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Create Workflows
Tasks can be created for a multitude of different reasons such as “New Employee Hiring”, or “Complaint Resolution.” Create the list of tasks within a Portal page for easy access.
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Delegate Tasks
Tasks can be delegated to the appropriate employees who will receive alerts when a task is awaiting their attention. Once complete, the employees’ will electronically sign off of the complete task. All employees will have an individualized queue of tasks that they are responsible for, making it easy for everyone to stay on top of their tasks.
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Track Tasks
The Portal will help you in tracking any task or the entire workflow at all times. This means you can quickly get a high level overview of the lending process or even how new employee tasks are being accomplished.
- Included Islands
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Assigned Tasks
This island, displays a high level view for all of the processes you manage and their progress. This island breaks down all tasks for all processes and even graphs out the process for you.
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My Assigned Tasks
This island allows individual employees to manage the tasks assigned to them. Trigger an automatic delegation of a task to the appropriate employees.
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- Buying info
