Tasks

Tasks are used to keep track of to-dos in Mambu. They are assigned to users and can be linked to specific individual 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 on, and marked as complete. You can create tasks for yourself or assign them to other users.

You may create tasks either through the Mambu UI or API v2. For more information about managing tasks using API v2, see Tasks in our API Reference.

Permissions for tasks

In order to view, create, edit, and delete tasks, you must have the appropriate permissions:

• View Tasks (VIEW_TASK)
• Create Tasks (CREATE_TASK)
• Edit Tasks (EDIT_TASK)
• Delete Tasks (DELETE_TASK)

Creating new tasks

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

To create a task from the dashboard:

1. In the Your Tasks widget, select New Task.
2. Enter all the information in the Creating Task dialog. See Fields for tasks.
3. Select Save Task.

To create a task from a client profile:

1. Go to the client profile page.
2. Select New Task.
3. Enter all the information in the Creating Task dialog. See Fields for tasks.
4. Select Save Task.

To create a task from the top bar task icon:

1. Select the task icon in the top bar.
2. Select New Task.
3. Enter all the information in the Creating Task dialog. See Fields for tasks.
4. Select Save Task.

Fields for tasks

When creating a task there are different fields.

Task templates

Templates can be created for common tasks to speed up the workflow by automatically filling in information based on placeholders. You may choose to apply a template when creating a task.

You must have either the Create Templates (CREATE_COMMUNICATION_TEMPLATES) or Edit Templates (EDIT_COMMUNICATION_TEMPLATES) permissions to create task templates.

Creating task templates

To create a task template:

1. Go to Administration > Templates > Tasks.
2. Select Add Template.
3. In the Creating A New Task Template dialog, enter all the necessary information. See Task templates fields.
4. Select Save Changes.

Task templates fields

Finding and completing tasks

Finding tasks

Tasks assigned to a user can be found in three places.

• The Dashboard: In the Your Task widget on the right side. The number of overdue, upcoming, and tasks due today can be seen, as well as the tasks corresponding to each category.
• The task icon in the top bar: The number beside the search box shows the number of tasks due; clicking it will show the task list.
• All tasks view: Which can be accessed both from the dashboard or the task icon. For details on how to filter tasks, see Filtering tasks.

Completing tasks

To complete a task, open the Tasks view, check the box associated to that task. Alternatively, you can the Tasks due top bar menu item and either check the box to mark a task as complete or open it and select Complete.

Completed tasks will be automatically checked out, but stored under the user's activity feed. If a task was linked to a client or group, you can also open the Tasks tab in the client or group's detail view and edit the filter options to show completed tasks.

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

Filtering tasks

Tasks can be filtered in the same way as other Mambu items such as clients and loans. To start filtering tasks, select All Tasks, from either the dashboard or top bar task option. For more information, see Customizing Columns.

Creating a task filter

1. Select 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 define their conditions.
4. Save.

Using a previously saved filter

1. Select the Filter dropdown.
2. Select the previously saved filter.

Creating 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.

Using a previously saved column preset

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

Editing columns on-the-fly

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

Editing and deleting tasks

A task can be Edited or Deleted by selecting Actions and selecting the desired option.