How to Use Task Management in LendingPad?

Step-by-step guide

Notes: 

• Users can only see tasks that are assigned to them, they assigned to others, or if they hold a manager-type user role within the company 
• Users will receive an email of tasks due that day if applicable 
• Users will not receive an email if they assign themselves a task
• Users will receive an email if assigned a task from another user with a link to access the loan directly. 

1. Within the loan navigate to the tasks section 
2. Click the green button to add a task 
3. Complete the fields required to create the task 
4. It will default to personal and untoggle the personal toggle if you want to assign another user role a task.