Setting Up the My Tasks Section of the Home Page

Procedure

The My Tasks section of the Home Page displays summary information for the actions in your work queue, such as total number of tasks past due, the total number of tasks, and the number of tasks with specific priorities. You can select the information that is displayed.

To set up the My Tasks section of the Home Page:

1. On the Home Page in the My Tasks section, click the Edit icon.
   The My Tasks screen appears.

2. Select the Credit or Collections option button according to your role.
   The screen refreshes to display the tasks for the selection you make.

3. Select the check boxes for the information you want to display for the customers in your work queue.

4. Click Save.
   The My Tasks section displays the totals you selected for all current and past due action items in your work queue.