A Task Set is a configured grouping of Tasks, useful for simplifying the configuration of which Tasks should be added to new Pipeline Loans. Additionally, you can interactively add a Task Set to an individual Pipeline Loan using the Actions button.
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Configuring Pipeline Loan Task Sets
To configure a Pipeline Loan Task Set, click on Tools, then BankPoint Settings to go to the Settings area of BankPoint.
Note that you may have more of less options displayed than the below screenshot. This depends on the modules used by your bank and the permissions assigned to your BankPoint Account. If you do not see the BankPoint Settings, option, visit How To: Grant Security Settings Permissions to a User or contact your BankPoint Administrator.
Click on the Loan pill on the Settings screen to access the Loan configuration screens.
Select Loan Pipeline Tasks from the left menu. Click on the gear icon to the right of the task set to be edited and select Edit.
When editing a Task Set, the current configuration options are displayed by default. Make the desired changes and click the Save button.
Changes to Task Sets are applied to new Pipeline Loans as well as active Pipeline Loans which have not yet been submitted for approval.