Reach this page
Hover over over the Deal tab and click the Workflow Manager subtab.
On the Workflow Manager page, click the Task List link.
Use this page
1. You can filter your list by specifying all/completed/not completed, selecting a loan status or choosing specific tasks.
2. Click View to see your filtered list.
3. Click Reset to restore the default filter setting (which is to show all).
4. Click Export to export your list to Excel.
5. To add a task, go to an empty row. Select the loan status, task and responsibility. Click Update to save your changes.
6. When a task is completed, check its checkbox.