Support Center

Working with Tasks

Last Updated: Nov 11, 2016 05:10PM CET

 

Overview

Creating a Task

Task Templates

Finding and completing Tasks

Filtering Tasks

Deleting a Task


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Overview

Tasks are used to keep track of to-dos in Mambu, they are assigned to system users and can be linked to specific clients or groups. Tasks facilitate workflows and daily activity management across teams since activities that need to be performed can be easily assigned, followed up and completed. Tasks can be created for oneself or for other team members.

 

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Creating a Task

Tasks can be created from the dashboard, from a client's profile or from the top bar task indicator. 
 

Dashboard: click on Create Task > fill the details > Save Task.

Clients' Profile: click on Create Task > fill in the details > Save Task.

 When a task is created from a client or group's profile, the task will be automatically linked to them. The hat the task is immediately stored in the client's profile.

Task top bar indicator: click on the number > click Create task > fill in the details > Save Task.


When creating a task there are different fields.

  • Description: This is a mandatory field and it's basically what the user who the task is assigned to should do. The description should be short, such as "Evaluate client's business", "Follow up on late repayment", etc.
  • Linked To: If the task is related to a client or a group, you can add their name here. Then the user who reads the task will know that the action should be taken on that specific client or group.
  • Assigned To: The user who should complete the task. Can be yourself or another user in the system.
  • Due Date: When the task should be completed.
  • Notes: Any details you might need to complete the description can be added here as notes.
 

 

 

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Task Templates

Commonly created tasks can be created using a template, that will store the required text to simplify task creation.

To create a new task template:

  1. Go to Administration > Communications.
  2. Add Template.
  3. Choose "Manual" trigger
  4. Create template with text and placeholders
  5. Save Changes

 For more information on how to use placeholders in communication templates please see our communications article

Task templates will be available when a task is created, to use them:

  1. Create a new task
  2. Enter the description, client's name and user it should be assigned to
  3. Choose the template from the list available under "Apply Template"
  4. Save the task


 

 

 

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Finding and completing Tasks


Finding Tasks: Tasks assigned to an user can be found in three places.

  1. The Dashboard: In the task panel on the right side, where the number of overdue, due today and upcoming tasks can be seen, as well as the tasks corresponding to each category.
  2. The task number icon in the top bar: the number besides the search bar shows the number of tasks due, clicking it will show the tasks due.
  3. All tasks view: Which can be accessed both from the dashboard or the Task icon, for details on how to filter tasks please see below in the "filtering tasks" section.


Completing Tasks: To complete a task, open the task, check the box associated to that task.

Completed tasks will be automatically checked out, but stored under the user's activity feed as well as under the client it was linked to, if that was the case.

To reopen a completed task, click on the check box beside the completed task.

 

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Filtering Tasks


Tasks can be filtered in the same way as other Mambu items such as clients and loans. To start filtering tasks head to the All tasks menu, from either the dashboard or top bar task icon.

To create a task filter:

  1. Click on the Filter dropdown
  2. Select Add New Filter if the filter will be stored for later use, or Custom Filter for a one-time filter.
  3. Select the filters to be used and their conditions.
  4. Save
To use a previously saved filter:
  1. Click on the Filter dropdown
  2. Select the previously saved filter

To create a new column preset:

  1. Click on Custom Columns
  2. Add new column preset
  3. Select the desired columns and give the preset a name.

To use a previously saved column preset

  1. Click on Custom Columns
  2. Select the previously saved preset

To edit columns on-the-fly

  1. Click on Edit Columns
  2. Select and arrange columns as required.


 

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Deleting a Task

To delete a task, open it > click on the delete icon > confirm.

After deleting a task it will not be possible to open it again and, in case it was linked to a client or group, it will disappear from their task history.

 

 

Edit a task

To edit a task, open it > click on the Edit button > make the necessary changes > Save it.

 

 

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