Entity task panels show tasks directly on the records where staff do the work.
Entity task panels and task drawers appear on key record pages such as:
These panels help staff add and review follow-up without leaving the record.
Client task views can show direct client tasks and related tasks from the client's loans and work plans.
Use Client tasks for case-level actions such as intake, eligibility, client contact, document collection, and overall case follow-up.
Loan tasks are tied directly to a loan.
Use Loan tasks for: