The tasks menu lets you search through all tasks in your system. You can filter by the status of the task, whether the due date has passed or is upcoming, and you can use the search bar to search for specific tasks.

The filter funnel icon allows for further filtering by Task list, task type and who the task is assigned to.

• To mark a task as complete, check the done check box next to the task. You can also mark a task as complete in the loan's task page. 
• You can navigate directly to the loan the task is assigned to by clicking the loan log number.

• Click on the task description to edit, or learn more about the task. If you do make edits, click save.

• You can delete tasks from this page by clicking on the task description. In the popup that appears, click the delete button. Confirm that you want to delete the task in the confirmation pop up that appears by clicking the delete button.