Create Task Lists

Navigate: Tax > Delinquent > Groups > Task List

Description

Create a task list for Delinquent groups. Select tasks that must be performed for the group. Mark the task as completed as you complete the tasks for the group.

Steps

1. On the Create Task List screen, select the Set as default checkbox if you want to use this task list as a default all groups without a task list.

2. Select the Object type you want the list to be default for. You can choose DelqGroup or TaxBill.

3. Click Add to enter a new task for your list or click Edit in the grid row of an existing task. The Task List grid updates to edit mode.

   

4. Enter a Name, Process, Description, and Due Date for the task. Select the Completed Source checkbox if this task has been completed. Click Apply.

5. Click Save to save this task list for your group.

6. Click List to return to the Delinquent Search screen or click Close to end the task.

Tips

Click Delete in the grid row of a task to remove the task from the list.

Click Delete in the task bar to delete the list from the group.