FAQ: Tasks
Can we require tasks to be completed before moving an application forward?
Yes. You can enforce this by configuring tasks with Blocked Statuses and a condition that automatically moves the task to Done.
When blocked statuses are configured, the application cannot enter those workflow statuses until the task is completed or cancelled.
Will the borrower or intermediary receive an email when a task needs to be completed?
Yes. When using the Create Task action, you can enable or disable email notifications for borrowers, co-borrowers, or intermediaries using a toggle.
If tasks are created via the API, email notifications can be controlled with the shouldSendAssignmentEmail parameter.
Can I link application documents to a task?
Yes. You can link documents that are already stored in the application directly to a task.
Where: Lending System → Tasks → Open Task → Documents → Add Docuemnt → Link Application Document
Can tasks be created automatically based on workflow changes or data updates?
Yes. Tasks can be created automatically using Automation Builder.
Where: Lending Setup → Automation Builder → Automation → Add Action → Create Task
Tasks can be triggered based on conditions such as:
- Application status changes
- Variable updates
- Integration responses
- Decision outputs
Can tasks trigger other automations after completion?
Yes. Task completion can be used as a trigger in Automation Builder.
For example, when a task moves to Done, you can automatically:
- Move the application to a new workflow status
- Run a decision strategy
- Send notifications
- Create additional tasks
How do I add variables to a task when creating it from scratch?
Task variables can only be configured through Task Templates.
If you need variables in a task, select a Task Template containing the required variables, then create the task using that template. You can modify the instructions afterwards if needed.
If I add a Display Condition, Custom Validation, or Conditional Formatting to a variable in a Task Template, will it affect the same variable in Lender Application Views?
No. Variable configuration within Task Templates is independent from variable configuration in Application Views.
Changes made to Display Conditions, Custom Validation, or Conditional Formatting inside a Task Template only affect how the variable behaves within tasks created from that template and do not impact its configuration elsewhere in the platform.
Can I edit a task after creating it from a template?
Yes. Once the task is created, all task details remain fully editable without affecting the original template.
What happens if I update a Task Template that is already being used by automations?
Updating a Task Template automatically applies the changes to all automations and manual task creation flows using it.
No reconfiguration is required. Future tasks will use the updated template, while existing tasks remain unchanged.