1. Maintenance User Guide
  2. Task
  3. Create Task

6.1 Create Task

The Create Task page facilitates you to create a task. You can create a task for performing various actions on an account for collection of amount due from the customer. You can also provide the workflow for the task that you want to create.

Table 6-1 Field Description: Create Task

Field Name Description
Task Type Indicates the task type.
The options are:
  • Customer Call
  • Sent Letter
  • Sent SMS
  • Sent Email
  • Inbound Document Upload
  • Manual Review
Task Code Indicates the unique identification code of the task type.
Task Description Indicates the description of the task.
Workflow Indicates the workflow of the task.

Parent topic: Task