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