Tasks are CDM's shared operational follow-up system. They are used to track work that needs to happen for a client, loan, work plan, or broader account workflow.

Core Idea

Tasks are the execution layer. Workflows are the orchestration layer.

This means staff should use one task system for follow-up work instead of creating separate task lists for clients, loans, work plans, inspections, bids, or closeout.

Where Tasks Appear

Tasks may appear in:

• The main Tasks page for the account.
• Client detail and dashboard task areas.
• Loan detail and dashboard task areas.
• Work Plan detail and dashboard task areas.
• Workflow Status sections where required tasks control readiness.

Task Types

Tasks can be:

• Ad Hoc: Manually created by staff.
• Workflow: Generated by CDM from workflow rules or workflow templates.

Both are normal task records. Workflow tasks are not a separate task system.

What A Task Can Track

A task can include:

• Title
• Description