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.
- Tasks
This tab displays summary of all the tasks assigned to you. You can search for the tasks with specific search criteria and work on tasks that need to be completed on priority. For example, you can search for tasks that are about to expire and work on the same. - Account
This tab displays account-wise summary of the tasks that are assigned to you. It displays tasks related to the accounts that belong to segments where group basis is applicable and the group basis is Account.