Tasks panel

The Tasks panel is a sortable list of tasks. The tasks are created either by users or the system as the submissions move through the underwriting process. You can open a task from the Tasks panel by clicking the task. When you do, the task opens inside the submission to which the task belongs.

Tasks can be assigned to individual users or to a user group. When a user searches for tasks that are assigned to a user group, Underwriting Management returns tasks that are assigned to the user group and to any individual assignees that have tasks and are members of that group.

In the Tasks panel, you can see the following key task data:

Resolution status
Priority
Assigned date
Due date
Resolved Date
Task Summary
Insured
Assigned To
Assigned By
Task Details

In the Tasks panel, you can do the following:

Icon	Action	Details
	View or Edit	Click a row for a task to open the submission associated with that task, with the task open. If you have the necessary permissions, you can edit the tasks from the submission's Collaboration panel.
	Expand	Click the Expand icon at the end of a task row to view more details about the task. Click the icon again to collapse the view.
	Access preset filters	Click the Drop-Down icon at the right of the currently selected filter in the panel title bar to choose from preset filters (such as Active and All) and saved custom filters. (When you have selected a saved custom filter, a Save Filter As drop-down menu appears. From that menu, you can select Delete Filter if you want to remove the custom filter.) For more information, refer to Search filters.
	Search	Click the Search icon in the panel title bar to search using configurable customizable criteria. After you have selected your custom criteria, you can save the search as a custom filter (using the Save Filter As option) if you want to reuse it. For more information, refer to Search filters and Search filter criteria.
	Sort	Sort a column by clicking the column name. The caret next to the column name indicates whether the data in the column is displaying in ascending () or descending () order.
	Configure panel properties	Access a menu of options for the panel by clicking the Settings icon and then selecting the option you want to use. You can select the following options from this menu: Download CSV file of the tasks. Bulk Update to reassign or resolve multiple tasks at one time. (Refer to Bulk update tasks.) Configure Columns by selecting the check boxes next to the name of the columns you want to display and deselecting the check boxes next to the name of the columns you do not want to display. Minimize the panel. Maximize the panel. Return to Default Size.
	Page browser	Click a page number, Back, or Next in the page browser at the bottom of a panel to view additional pages of content for that panel.

Note:

From anywhere in Underwriting Management, you can return to the Home page by clicking Home at the top-left of the window.