3.4 Tasks

This widget displays details of all tasks related to the account in context across all applicable segments, and the associated strategies.

You can view various details of the tasks, such as task name, task status, and follow-up date of the task. Based on the task type, you can also add various details of the task. For example, for task type as Call, you can add details of actions, results, and collection statuses. You can also quickly add ad hoc tasks for an account in context.

Any actions that you perform on tasks is displayed in the activity log in Activity widget. For example, if you modify the follow-up date of a task, the activity widget displays the activity type for the same.

Table 3-8 Field Description: Tasks

Field Name	Description
Tasks	This widget displays all tasks related to the account in context across all applicable segments, and associated strategies. It displays the count of following tasks based on various statuses: Not Started: Displays the count of tasks with current status as Not Started. Escalated: Displays the count of tasks with current status as Escalated. In Progress: Displays the count of all tasks in any status other than Not Started, Void, Expired, and Escalated status, and the tasks that are not in final status.
Task Name	Displays the task name. Click the task name link to update details of the task. For task type as Customer Call, see Table 3-10. Note: The task name link is enabled only for In Progress and Escalated tasks. If you are a normal collector, the task name link is enabled only for the tasks that are assigned to you. If you are supervisor collector, the task name link is enabled for all the tasks that are assigned to you and the collectors under you.
Status	Displays the current status of the task.
Segment	Displays the segment to which the task belongs.
Follow-up Date	Displays the next follow-up date of the task. Note: This date is not displayed for the tasks that are in Not Started status and tasks that are in final status.
Start Date	Displays the date on which the task was initiated. Note: This date is not displayed for the tasks that are in Not Started status.
Escalation Date	Displays the date on which the task was escalated.
Assigned To	Displays the user name of the collector to whom the task is assigned.
Add Adhoc Task	This section appears if you click Add.
Task Name	Indicates the name of the task that you want to add.
Segment	Indicates the segment to which the task belongs.
Strategy	Indicates the strategy to which you want to associate the task.
Assigned To	Indicates the collector to which you want to assign the task.
Action	Indicates the action associated with the task.
Result	Indicates the result of the action associated with the task.
New Collection Status	Displays the new collection status that is applied on the account based on the selected action and result combination. It also displays the existing collection status that is closed on the account, if applicable.
Apply new status to all accounts	Toggle to indicate whether the new collection status should be applied on all the accounts linked to the case.
Existing Collection Status	Indicates the existing collection status. Note: The list displays all the existing active collection statuses applied on the account till date.
Task Status	Displays the status of the task.
Follow-up Date	Indicates the next follow-up date of the task.
Apply date to all initiated tasks	Indicates whether the follow-up date is applicable to all initiated tasks.
Notes	Indicates notes related to the task.

If you click , the Case Summary section is displayed.

Table 3-9 Field Description: Case Summary

Field Name	Description
Case ID, <Customer Name>	Displays the case ID and name of the customer.
Task Details	This section provides the search criteria to filter records based on specific parameters.
<Product Sub Type - Account Number>	Indicates the product sub type and account number. The list displays all account numbers associated with the case. The task details appear related to the account number you select.
Overdue	Displays the overdue amount on the account.
<Segment>	Indicates the segment to which the account is associated. If account is associated with only one segment, the segment is selected and displayed by default.
<Strategy>	Indicates the strategy associated with the account and segment. If account is associated with only one strategy, the strategy is selected and displayed by default.
Tasks	This section displays the search results based on the specified search parameters.
Task Name	Displays the task name. Click the task name link to update details of the task. For task type as Customer Call, see Table 3-10. Note: The task name link is enabled only for the tasks that are in In Progress and Escalated status. If you are a normal collector, the task name link and check box corresponding to a task is enabled only for the tasks that are assigned to you. If you are supervisor collector, the task name link and check box corresponding to a task is enabled for all the tasks that are assigned to you and the collectors under you.
Status	Displays the current status of the task.
Segment	Displays the segment to which the task belongs.
Strategy	Displays the strategy to which the task is associated.
Follow-up Date	Displays the next follow-up date of the task. Note: This date is not displayed for the tasks that are in Not Started and Final status.
Start Date	Displays the date on which task was initiated. Note: This date is not displayed for the tasks that are in Not Started status.
Escalation Date	Displays the escalation date of the task.
Expiration Date	Displays the expiry date of the task.
Dependency	Displays the dependency of the task as maintained in Strategy page. Hover over the link to view dependency.
Assigned To	Displays the user name of the collector to whom the task is assigned.
History	Displays the option to view history details. If you click , the <Task History> section appears.
Date	Displays the date on which the call action details were captured.
Action	Displays the action performed on the task.
Result	Displays the result of the action performed on the task.
New Collection Status	Displays the new collection status of the task.
Existing Collection Status	Displays the existing collection status of the account.
Task Status	Displays the task status.
Follow Up Date	Displays the follow-up date of the task.

The <Customer Call Details> section appears if you click the task name link in the Task Name column for task type as Customer Call.

Table 3-10 Field Description: <Customer Call Details>

Field Name	Description
Action	Indicates the action related to the task. The list displays all actions that are mapped with the strategy in segment.
Result	Indicates all the results for the selected action. The list displays all the results configured for the selected action.
New Collection Status	Displays the new collection status that is applied on the account based on the selected action and result combination. It also displays the existing collection status that is closed on the account, if applicable.
Apply new status to all accounts	Toggle to indicate whether the new collection status should be applied on all the accounts linked to the case.
Existing Collection Status	Indicates the existing collection status. Note: The list displays all the existing collection statuses applied on the account till date.
Task Status	Indicates the next status of the task. Note: The list displays all the statuses to which the task can move from the current status. If the current status of the task is Escalated, you can move the task to any status maintained in the workflow of task.
Follow-up Date	Indicates the next follow-up date of the task. Note: The date should be later than or equal to the business date. The tasks are displayed in the Task Summary page based on the follow-up date specified.
Apply date to all initiated tasks	Toggle to indicate whether the follow-up date should be applied to all the initiated tasks within the same strategy.
Notes	Indicates the notes related to the task. Note: The notes added here are displayed as public notes with type as Task in Notes section.