Each application will have Omni Assessment Processes, and Tasks, attached to it.
The Tasks view gives you a list of all your assessment applications - with a focus on all of the Tasks that have been generated across each application.
How to get to the Tasks view
The Pipeline has a control to click through to the Tasks view:
If you click on Tasks, it will show the Pipeline view that lists all the Tasks across all your applications:
Click through to a Task to work on it
If you click on any of the line items on your Pipeline, it will take you to the Task itself and you can review/work on it.
eg if I click on this record for App-306302:
I get taken through to that particular Task:
I can click back to the Tasks view in the top left corner of any Task here:
Click through to related functions
You are able to click through to a number of functions related to a specific application (or task) by using the ellipsis (three dots) on the far right of any record line item:
When you hover and click on the ellipsis, you will be presented with a list of functions/controls related to that application that you can click through to or trigger:
Loanapp - this will open the related Loanapp application in a new Tab
Serviceability Outcome - this will open the related Serviceability Outcome page in a new Tab
Info Requests - this will open the related Info Requests Module in a new Tab
Supporting Docs - this will open the related Supporting Docs Module in a new Tab
Document Verification - this will open the related Document Verification Module in a new Tab
Set Status - this will allow you to manually set the Status of the application (instead of triggering through assessment activities)
Mark Priority as Urgent - will mark the Application as Urgent
Filter your Tasks view
🤩 There are a number of ways that you can filter and refine the list of Tasks that you are presented with
Search Bar
You are able to filter to a particular application by typing in the APP-number, Applicant Name, or Application Title in the Search bar in the top right.
This is a good way to work on a particular application. Here I have filtered to all Tasks for App-306302:
Filter Control
The Filter Control in the top right corner is a great feature that allows you to filter applications in very specific ways.
When you click on this control, a side-bar will appear with a set of elements that you can use to filter your Pipeline view. You are also able to Save Filters so that you can click favourite/common filters on and off.
For more on using the Filter Controls on your Tasks view, click here .
Sort your Columns
You are able able to sort your columns in Ascending/Descending Order. To do this, click on a column heading to sort the column:
If you want to reverse the Order, click the column heading again.
If you want to remove the sorting completely, click the column heading one last time.