Tasks

Tasks are a way to delegate work to other assigned to a team member(s), they receive notifications in their notification panel located in the top navigation bar.

Tasks can be assigned from the relationship sidebar, located on the right-hand side of a relationship page. Tasks can also be assigned during a Relationship Review to make note of any changes that need to be made before approval can be signed. In addition, tasks across the system from all relationships can be viewed on the dashboard page.