5 Task Summary

The Task Summary page facilitates you to view summary of the tasks that are assigned to you and helps you to perform various actions on the tasks.

It provides easy access to the tasks that you need to work on. The tasks are displayed based on your user role as explained below:

• If you are a collector, it displays all the tasks assigned to you.
• If you are collector with supervisor role, it displays the tasks assigned to you and the tasks that are assigned to collectors under all user groups where you are the supervisor.

The Task Summary page consists of the following tabs:

• Tasks
  
• Account
  
• Customer
  This tab displays customer-wise list of tasks, which are assigned to you. It displays tasks based on the primary customer of the account. These tasks are related to the accounts that belong to segments where Ignore Group Basis switch is enabled and Group Basis is set as Customer for the product processor.
• Specialized Cases
  
• Call Summary
  
• Specialized Cases
  This tab displays the tasks assigned to you related to the specialized segments to which you are associated where the grouping basis is not applicable.