Tasks documentation covers CDM's shared task system, account task views, entity task panels, assignments, due dates, priorities, required tasks, and workflow-generated tasks.

Tasks Articles

Tasks Overview

Using the Main Tasks Page

Adding and Editing Tasks

Entity Tasks on Client, Loan, and Work Plan Records

Required Tasks and Workflow Blocking

Task Statuses, Priorities, Assignments, and Due Dates

Task Best Practices

What Tasks Supports

Use Tasks documentation when staff need to:

• Track follow-up work across clients, loans, and work plans.
• Add ad hoc tasks from account or record pages.
• Assign tasks to staff members.
• Review overdue, due today, and due-this-week work.
• Understand required tasks and workflow blocking.
• Complete, reopen, cancel, or delete task records.

Recommended Starting Point

Start with Tasks Overview for the operating model.

Use Using the Main Tasks Page when managing account-wide work.