Topics – SkySlope Support

Ability to assign a Task in Quick Audit



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    ProdSquad (SkySlope Support)

    Hey Robert,

    Thanks for taking the time to post this pain-point and your work-around.I have a few questions to better understand this.

    When you use the work around of opening the transaction in a new tab, do you then create and assign tasks to your staff? Or do you use a task template to assign these tasks to the staff?

    Typically, do you only have tasks to assign to staff once you have reviewed a file in Quick Audit? Or do you assign your staff tasks right away?

    I look forward to hearing from you!

    -Jessey, SkySlope PM

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    Robert Duncan

    Hi Jessey, 

    We create the task by hand. We have not created any task templates at this time. 

    We assign task as we are reviewing the file, so right away. Generally, we send a task for when an agent uploads a copy of escrow funds to the file so our controller can properly log it, we assign a task for a Commission Disbursement to be created once the file is fully reviewed and we assign task when it needs further review from our compliance broker. 

    It would just be helpful to have this option so that we are not having to click between tabs to assign a task. 

    Thank you!!

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