Chapter 17-Tasks; Creating Tasks - Calyx Point 7 User Manual

Tasks
The Task Manager in Point is used to create and manage tasks that are associated with
loans. Create tasks to document actions that are needed to process loans. Each task is
associated with a loan file. When tasks are completed, a permanent record of the task is
kept with the loan file.
Use Task Manager to track and manage tasks that are associated with loan files in any
data folder. You can perform the following functions in the Task Manager:
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The Task Manager is accessible from the Tasks tab in the navigation panel.
At a minimum, you must have read-only access to a data folder to view or add comments
to any tasks associated with loan files in that folder.

Creating tasks

You can create tasks from the Tasks tab on the navigation panel or you can create tasks
while in a loan file. Either method requires an association to a loan file.
To create a new task:
Select the Tasks tab from the navigation panel.
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Click the New button on the workspace.
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Create tasks
Edit tasks
Search for tasks
Delete tasks
Print tasks
• Creating tasks
• Searching for tasks
• Editing tasks
• Closing and deleting tasks
• Printing tasks and task lists
• Accessing current tasks
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