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| | | Forum Newbie
Group: Forum Members
Last Login: 3/19/2007 3:49:05 PM
Posts: 1, Visits: 6 |
| | Is there a way to assign a standard set of tasks to all new files when they are created? Is it possible to assign a set of task to a master template and use that to create new files so the inherit the tasks. |
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| | | Forum Newbie
Group: Forum Members
Last Login: 2/21/2006 8:30:33 AM
Posts: 4, Visits: 18 |
| | I would also like to know if this is possible. Currently it seems the tasks have to be set manually and one-by-one whereas all new files require varying alerts/task notification. Side Note:: Point's tasks feature allows all users to view the tasks set and who they are assigned to but in order to set a task, you must associate a file with it. Do any Point users know a system/method of alerting staff of other tasks not directly associated with a file that could be used? RickB |
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Supreme Being
Group: Moderators
Last Login: 12/21/2008 11:16:31 PM
Posts: 837, Visits: 1,901 |
| | What types of tasks do you need to complete without tying them to a loan file? Any feedback is appreciated, as we continue to enhance this feature. Thanks! I moved this from Custom Forms to Suggestions & Requests
Bryan
Point Product Manager |
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| | | Forum Newbie
Group: Forum Members
Last Login: 2/21/2006 8:30:33 AM
Posts: 4, Visits: 18 |
| | Other tasks that would be beneficial could/would include but not limited to: - checking on settings for credit/lenders - sign up of new lenders/vendors - tasks covering multiple files (all opened, all with outstanding appraisals etc), maybe based on file status or other field designated by the user. - reports from certain staff members I think the above along with some sort of reminder/notification feature would prove to be very beneficial and eliminate alot of manual work duplication that we are faced with currently. I have not found an easy (read: user friendly) way to incorporate tasks from point into Microsoft Outlook (or similar product). I'm not saying my staff is lazy but I think they could be more efficient if they didn't have to do any duplicate clerical work. Any help is appreciated. RickB |
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| | | Forum Member
Group: Forum Members
Last Login: 10/10/2007 9:32:37 AM
Posts: 31, Visits: 50 |
| | Second. I have received many requests from my users for this type of functionality. Its absence helps to turn many away from using the Tasks feature. D |
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