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 text message reminders to the assigned party.
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!
You can reach us by chat, email at email@example.com, or phone at (800) 700-8112.