The task list system allows an office to manage things that need to be completed.
Under the blue informational bar click on Tasks
To search for an existing task:
1. By the name of the task
3.By whom it's assigned to
To setup a new task:
Click on Add Task
Fill out the task as needed.
Edit or Delete your task according to your needs.
View all tasks
Please Note: As of the date of this article the system does not currently email or send a text message reminders to the assigned party. It will in future development at which time we will update this article.
Future Features Ability to have the system auto assign tasks .....
Agreement Signatures (when < 24 hours)
Report Missing (when < 24 hours)
Report Delivery Skipped (when > 24 hours)
If you have any doubts or questions about this process please let us know!
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