Tasks
Use the Tasks option to create predefined tasks that can be associated with milestones. Users can select tasks as needed and add them to a milestone worksheet. The user can then select the checkbox for each task as it is completed.
Your administrator can also group individual tasks into task sets that are associated with a particular milestone. A task set can then be added to a loan template. When the template is used to create a loan, the tasks in the task set display on the appropriate milestone worksheet.
To Create a Task:
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On the menu bar, click Encompass, and then click Settings.
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On the left panel, click Loan Setup, and then click Tasks.
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Click the New icon.
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Enter a Name and Description for the task.
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In the Days to Complete field, enter the expected number of days required for completion of the task.
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In the Priority field, select an option to indicate the general level of importance of the task.
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When finished, click OK.