Create a task in the Collaboration tool

About this task

At any point in the process, you can cancel by clicking Cancel. When you are modifying an existing task, you can decide whether and when to send a notification about the task to the task assignee by clicking Notify when you are ready to send it. Underwriting Management does not send notifications about changes to existing tasks unless you explicitly choose to notify the assignee.

Procedure

  1. With a submission open, click the Collaboration icon , which displays to the right of the Actions menu.
  2. Click the Tasks icon.
  3. Click New.
  4. In the New Task window, select the Task Summary from the list of possible tasks.
  5. Select a user in the Assign to list.
  6. Complete the remaining fields as necessary.
    1. Provide any Task details.
    2. Set the Due Date. If you select a Due Date, the Reminder date and time are set and you get the option to send an Email Reminder.
    3. Set the Priority.
    4. Specify if you want the task to be visible on the submission Home Page.
    5. If you want to attach a file to the task, click the paperclip icon and select an existing file or upload a new file. For more details, refer to Upload a file into the Collaboration tool. You can add multiple files to each task.
    6. Select a Reminder date and time. When a reminder triggers, the task recipient receives a notification. If you selected a Due Date, this Reminder is automatically completed; however, you can change it. When a Reminder date and time are specified, you get the option to send an Email Reminder.
    7. Specify if you want an Email Reminder to be sent at the Reminder date and time.
    8. Enter any additional task notes.
  7. Click Assign Task.
  8. Specify if you want to send an email notification to the task assignee.
    • Yes - Standard sends a default email message to the task assignee.
    • Yes - Custom lets you edit the email message before you send it.
    • No creates the task but does not send an email message to notify the task assignee.
    For more information on system emails, refer to Collaboration tools: Emails.

Results

The task is created and assigned to the specified user.