Using the Tasks Home Tab

From the Tasks Home tab, you can manage the tasks that are assigned to you or assigned by you.

You can also change to the Accounts Home tab by clicking Accounts, or to the Submissions Home tab by clicking Submissions.

By default, tasks are sorted by due date. You can change the sort order by clicking on a column header. The arrow icon (up or down) that displays next to a column header indicates the column and order (ascending or descending) by which the tasks are sorted.

Opening Tasks

To open a task, double-click it from the list, or select it and click Open Task from the I want to section of the Home tab. Geaux opens the task and the submission to which it is related.

Resolving Tasks

You can resolve a task directly from the Home tab, or you can open it first and then resolve it.

To resolve a task from the Tasks Home tab:

1. Select the task you want to resolve, and click Resolve Task. A confirmation window appears.
2. Click Yes. Geaux resolves the task and removes it from the Tasks Home tab.

To open and then resolve a task:

1. Double-click the task from the Tasks Home tab, or select it and click Open Task from the I want to section of the Home tab.
2. Click Resolve. Geaux resolves the task and removes it from the Tasks Home tab.

Exporting Tasks

You can download the Tasks list as an Excel spreadsheet file to your local system.

To export tasks:

1. Click Export Tasks from the I want to section of the Tasks Home tab. A confirmation window appears.
2. Click OK. The Select location for download window appears.
3. Navigate to the directory in which you want to save the exported Tasks list, and click Save. Geaux downloads the list to the directory you selected.

Opening Submissions for a Task

From the Tasks Home tab, you can open the submission for a particular task by selecting the task and clicking Open Submission from the I want to section.

Printing Tasks

You can print the Tasks list from the Tasks Home tab.

To print tasks:

1. Click Print Tasks from the I want to section. A Print window appears.
2. Select the printer you want to use the print the Tasks list, and click Print. Geaux prints the list to the selected printer.

Searching for Tasks

The Search field enables you to filter the list of tasks by Insured Name. As you begin entering a word, phrase, or number, the list of tasks automatically updates to remove submissions that do not match the characters you are typing. To clear the search results, click the icon that appears inside the Search field when it includes text.

Filtering Tasks

The Filter list includes the My Tasks filter. This filter displays any unresolved tasks that are assigned to you or assigned by you.

Clearing Search Filters

You can clear search filters in two ways, depending on how you applied the filter:

• If you filtered the submission list by entering text into the Search field, delete all text from the Search field.
• If you filtered the submission list by selecting a filter from the Filter list, select the option from the Filter list that you currently want to display.

My What's New and My Tasks

The My What's New and My Tasks panes display on each Home tab. For more information, refer to My What's New Messages and My Tasks.

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