Standard Task Checklist

How to create a standard checklist that must be completed for each application.

Overview Of Standard Task Checklist

The "Standard Task Checklist" section of a loan product lets you automatically generate standard tasks when applications change workflow statuses.

Task checklists are helpful to:

  • Provide a clear and consistent application workflow for your team members.
  • Notify your borrowers and intermediaries about outstanding items.
  • Consolidate all relevant information about a specific piece of work in one place.

Tasks can include the following information:

  • Description of the task to be performed.
  • Who is assigned to the task (team member(s), the borrower or the intermediary).
  • Variables (i.e. data fields) related to the task.
  • Documents that are related to the task.
  • Comments that have been made regarding the task.
  • Workflow statuses that the application is blocked from entering until the task is completed.
  • Due date for the task to be completed by.

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For Example

If you always need to review and confirm the applicant's income in the workflow status of "Verification", you can create a standard task that will automatically be added to each application at that step. This task could include:

  • Variables such as "Borrower Stated Income" and "Borrower Verified Income".
  • Documents uploaded by the borrower to verify their income.
  • Comments from your team members or the borrower regarding the verification process.
  • Blocked workflow status of "Approved" so that applications can't be finalized until this task is complete.

How To Add A Standard Task

To add a standard task, click the Add Standard Task button. You'll be asked to provide the following information:

  • Application Status, which is the status at which this task will be created.
  • Only create this task if a condition passes, which lets you add conditionality to task creation (in addition to the workflow status trigger). Conditions are created using DigiFi's formula language and must return TRUE (boolean) or "true" (string) to pass.
  • Description, which will explain the task to the relevant user(s).
  • Assigned To, which can be either internal team members, the borrower or the intermediary.
  • Days Until Due, which lets you set a due date for the task (using days from the moment the task is automatically created).
  • Prevent applications from entering status(es) if task is not done, which lets you set "Blocked Statuses" that the application will not be able to enter until the task is completed.
  • Include editable application data within the task, which lets you add variables (i.e. data fields) to the task's view, to streamline user workflow when completing tasks.

How To Edit A Standard Task

To edit a standard task:

  • Click on the task in the table.
  • Edit the task in the popup window.
  • Click the "Save Changes" button.

Please note that changes to standard tasks will impact future actions in the system but won't modify previously-created tasks that are already within applications.


How To Delete A Standard Task

To remove a standard task:

  • Hover over the task in the table.
  • Click on the 3-dots icon on the right side.
  • Select "Delete Standard Task".