Adding Action Items to Tasks

Procedure

Optionally, tasks can have action items associated with them. Action items further define a task by breaking the task down into its component actions. You can add any action item to any task in your work queue, or to any credit analyst task that you are adding to another user's work queue. Your business administrator can define a task to have specific action items that are always associated with the task. These associated action items are always added to a user's work queue when the task is added.

To add an action item to a task:

1. Locate the work queue task. How?

2. In Search Results, select view/edit in the row for the task.
   The Work Queue Task Details screen appears.

3. In the Action Items section, click Add.
   The New Action Item screen appears.

4. Enter information for the action item. The Action list contains the actions defined by your eCredit business administrator.

5. Click Save.

Note:  You can add action items to only manual tasks.