Staying on top
Tasks
A board for the to-dos around each loan, with due dates, priorities and loan links.
We're still recording this video
The written guide below covers everything in the meantime.
The board
Tasks has three columns: To do, In progress and Done. Drag a card to move it; the keyboard works too. On a phone you see one column at a time.
The header shows how many tasks are due today and how many are overdue.
Add a task
- Open the arrow next to New loan at the top of the page and choose Create new Task.
- Give it a title, and optionally notes, a loan, a priority (High, Normal or Low) and a due date.
- Save. Overdue tasks get a badge.
Find tasks
Search titles, notes and borrower names, filter to one loan, and sort by your own order, due date, priority or most recent. Open loan on a card jumps to the loan it belongs to.