The Task Selection portlet provides a list of tasks and notifications created in the following communities:

Global Phoenix
Credit
Legal
Customer Delivery
Sales

The default display is My Tasks that provides a list of the tasks assigned to the accessing User in an OPEN status. Users have the option to filter by My Teams Tasks that provides a list of tasks assigned to all Users on the same team (as defined in Guard), including the tasks assigned by the accessing User. Another filter is My Processed Tasks that shows all those tasks where user was associated (initiated or once assigned but its not assigned to User anymore)

There are two types of information that can be displayed:

Tasks (Initial Requests): This includes ACH/Wire - Verification, FLEXI Fund - Rejection, Funding Review - COA, Booking Review, Credit Request, Legal Request, and Pricing Request.
Notifications: This includes ACH/Wire - Notification, Booking Failed, Booking Notification, and Funding Review Notification.

Choose a task by selecting the circle check box next to the task or by clicking on any part of the line item. The Task Details portlet opens displaying the task details and provides the ability to work a request, reassign a task to another user (only available for credit, legal, and pricing requests), and mark a task as completed. See Also: Task Details.

NOTES:

Tasks (Initial Requests) are automatically closed when a task is Approved/Booked from the Process Request link on the Task Details portlet; however, if a task is not actioned using the Process Request link (e.g., actioned directly from the portlet), then the User will need to mark the task completed on the Task Details portlet.
The Approve/Book status will remain until a task is marked completed.
Notifications require the User to close the task from the Task Details portlet. Once a task is completed, it is removed from the Task Selection list.

Phoenix Home Page > Task Selection

Field Descriptions for Task Selection


Field	Description
Search and Filter Criteria See Also: Searching and Navigating on the Portal.
Display	Drop down menu that allows you to filter by: My Tasks: Provides a list of tasks assigned to the accessing user. My Teams Tasks: Provides a list of tasks assigned to all Users on the same team (as defined in Guard), including the tasks assigned by the accessing user
Status	Drop down menu that allows you to filter by the task status as follows: Open Completed Time Out: Currently Disabled. Defines specified days a task is not completed in.
Category	Drop down menu that allows you to filter by request category. For a list of the options, see Task Categories.
Account Name	Use to search by Account name using the Like functionality. See Also Searching and Navigating on the Portal.
Grid
ID	Displays the Task ID and hyperlink that opens the associated task on the Task Management page
Customer Name	Displays the Customer name on the account (prepopulated from the application making the request).
Category	Displays the task category. For a list of the options see Task Categories.
Country	Displays the Customer Country (prepopulated from the application making the request).
Request Status	Displays the status of the request. The options are: Credit: Review Required, More Info Needed, Approved, Prescreen complete, Declined, Conditional Approval, Withdrawn, More Info Provided Recommend for approval. Legal: Pending Credit Approval, More Info Needed, Abandoned, Negotiation Complete, Team Leader Handling, More Info Provided, Response Required. Pricing: Submit Special Bid, Complete, Complete-Revised, In Process, Resubmit Special Bid, ROE Tool Approved, ROE Tool Rejected, More Info Needed, More Info Provided. Funding: New (new request), Approve (user to approve), Reject (user to reject). Booking: New (new request), Book (user to approve), Reject (user to reject). ACH/Wire: New (new request), Approve (user to approve), Reject (user to reject). NOTE: The Approve/Book status will remain until the task is marked completed. Tasks (Initial Requests) are automatically closed when a task is Approved/Booked from the Process Request link on the Task Details portlet; however, if a task is not actioned using the Process Request link (e.g., actioned directly from the portlet), then the User will need to mark the task completed on the Task Details portlet.
Assigned To	Displays the User ID of the person the task was assigned to.
Submitted By	Displays the USer ID of the FAM who assigned the task.
Submitted On	Displays the creation date of the task.