Task Management 21.1.2003

August 6th, 2021

If during the loan application journey, the applicant is found within the bank's risk list, a series of verifications need to be done, sometimes by several individuals from the bank's compliance department.

Task Management accommodates this procedure by being able to automatically define queues based on several criteria and assign such tasks to certain operators, based on their competence levels. This is all configured once within the journey and done automatically every time an application from a customer in the risk list is received in the system. However, this is only one use case. Task Management can be used in a number of scenarios depending on your company's business needs.

The first official release of Task Management introduces the module together with a number of its key features, including an Admin Menu for defining queues, operators, competence levels, filters, and profiles, aside from the main Dashboard for operators to use and manage their tasks.

Feature Highlights

Admin Menu

The Task Management Admin Menu is used for making the initial configurations, such as defining queues, creating users for operators, defining competence levels, and so on. This menu is designed mainly for administrators for initial configurations, but also for managing queues, competence levels, filters and so on.

Task Management Dashboard

As opposed to the Task Management Admin Menu, the Task Management Dashboard is designed for operators to set their availability status, view their assigned tasks, or see previously processed tasks.