Configuring Integrated Tasks

To configure an integrated task, follow the process below.

  1. In the Process Properties pane, select Product, Customer, or Collateral in the Context list.

  2. Add a task to the template.

  3. On the Task Properties pane, select the appropriate option in the Integrated Tasks list. Each task can have only one integrated task.

    Note: After selecting the integrated task type, select one or more appropriate entities (borrowers, guarantors, grantors etc.) that apply to the task.
  4. After completing the template, activate the template so it is available for users to start new processes.