424
Calyx Software
Tasks
The
Create New Task
dialog box is displayed.
3
Enter a brief description (60 characters or less) of the task in the
Subject
field.
4
Select your name from the
Created by
dropdown list.
5
Select the person who is responsible for completing the task from the
Assign To
dropdown list.
6
Enter the date the task is due in the
Due
Date
field or select it from the calendar.
The default status is Open and the
Open
Date
field is automatically filled with the
current date.
7
Select
High
,
Medium
, or
Low
from the
Priority
dropdown list.
8
Enter any additional information about the task in the
Comments
field.
Tip
You can also access the
Create New Task
dialog box from an open loan
file by clicking the New Task icon or selecting
Utilities > Show Tasks
and clicking the
New
button.
Attention
In an unsecured environment, the
Created
by
and
Assign
To
fields
automatically populate from the representative and processor lists,
respectively, that were established in the dropdown list utility.
In a secured environment, the
Created
by
field defaults to the logged in
user and the
Assign
To
field populates based on the settings in Point
Administrator.
