Task List Maintenance

Navigation: Tax > Tax Sale > Property Sale > Sale Task Lists > Task List Maintenance

Description

In Task List Maintenance, task lists are assigned to specific individuals and are workflow enabled in order to process a Tax Sale.

Steps

Searching for a task list

1. On the Search for Task List screen, enter your search criteria and click Search.

NOTE: You can enter a partial name (wildcard is implied) and click Search, or search by due date.

2. In the Search Results panel, you can edit or delete an item in the grid.

Creating a task list

1. On the Search for Task List screen, click New in the Command Item bar.
2. On the Task List Maintenance screen, enter a task name and due date.
3. In the Task List panel, click Use Template or Add New Record.
Use Template
1. In the Use Template pop-up, make a selection from the Select Task List Template drop-down list and click OK.
2. Click Save.
• Click Close to end the task.
Add New Record
1. Specify a sequence number for the task in the No. column.

NOTE: Tasks can be added at a later time; this sequence number determines the order of those tasks.

2. Make selections from the drop-down lists.
3. Enter or select a scheduled date and deadline date.
4. Select each checkbox as needed.
5. Click Update to save your changes.
• Click Cancel to delete the row without saving.
6. Repeat these steps to add more task descriptions to the task list.
7. Click Save in the Command Item bar.

Editing a task list

1. On the Task List Maintenance screen, locate a task description in the grid and click Edit.
2. Modify the information as needed and click Update.

Completing a task

1. On the Task List Maintenance screen, locate a task description in the grid and click Edit.
2. Select the checkbox in the Completed column and click Update.
3. Click Save in the Command Item bar.
4. Click the Workflow icon in the sidebar.
5. On the View My Worklist screen, search for the task.
6. Select the task in the Workflows panel.

Common Actions

Task List Templates