The status of a task in FinView's TaskDesk plays a crucial role in your workflow. By correctly identifying and updating the task status, you can ensure a smooth management process and efficient communication. Here, we will explain the four different task statuses available:
- Not Started: This status is for new tasks that have just been created or assigned but have not yet been acted upon. It's the default status for new tasks.
- Started: This status indicates that a task is currently in progress. The task has been reviewed, and work has begun on it. The 'Started' status is a signal to others that the task is being actively worked on, reducing duplication of effort.
- Closed (Success): This status is used when a task has been successfully completed. All required actions have been taken, and the task has achieved its objective. Once a task has this status, it no longer needs attention unless new information or a follow-up action arises.
- Closed (Failure): This status is assigned when a task could not be completed successfully. This could be due to various reasons such as insufficient information, non-cooperation from the debtor, or other unforeseen circumstances. Tasks with this status should be reviewed to understand the cause of the failure and to determine the next steps.
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Understanding and correctly utilising these statuses will assist you in managing tasks efficiently within FinView's TaskDesk. They provide a clear, at-a-glance understanding of the task progress and allow for proper prioritisation and allocation of resources.
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