Create a task

About this task

You can create a task from the Tasks panel of the Collaboration tool. At any point in the process, you can cancel by clicking Cancel. You can also modify an existing task by opening the existing task and changing values. When you are modifying an existing task, you can send a notification to the task assignee by clicking Notify when you are ready to send it. Unless you explicitly choose to notify the assignee, Underwriting Management does not send notifications about changes to existing tasks.

Procedure

  1. With a submission open, click the Collaboration icon , which displays to the right of the Actions menu.
  2. Click the Tasks icon.
  3. Click New.
  4. In the New Task window, select the Task Summary from the list of possible tasks.
  5. Select a user in the Assign to list.
  6. Complete the remaining fields as necessary.
    1. Provide any Task details.
    2. Set the Received date and time. If you do not specify a Received date, it is set to the date and time when you are creating the task. (You can change this date and time after the task has been created.)
    3. Set the Due date and time. If you do not specify a time, the default time is 8:00 A.M. If you select a due date, the Reminder date and time are set and you get the option to send an Email Reminder.
    4. Set the Priority.
    5. Specify if you want the task to be visible on the submission Home Page.
    6. If you want to attach a file to the task, click the paperclip icon and select an existing file or upload a new file. For more details, refer to Upload a file into the Collaboration tool. You can add multiple files to each task.
    7. Select a Reminder date and time. When a reminder triggers, the task recipient receives a notification. If you selected a Due Date, this Reminder is automatically completed; however, you can change it. When a Reminder date and time are specified, you get the option to send an Email Reminder.
    8. Specify if you want an Email Reminder to be sent at the Reminder date and time.
    9. Enter any additional task notes.
  7. Click Assign Task.
  8. Specify if you want to send an email notification to the task assignee.
    • Yes - Standard sends a default email message to the task assignee.
    • Yes - Custom lets you edit the email message before you send it.
    • No creates the task but does not send an email message to notify the task assignee.
    For more information on system emails, refer to Collaboration tools: Emails.

Results

The task is created and assigned to the specified user.