How to Navigate and Use the Task Pipeline Overview

Where to Find the Task Overview Pipeline

1. Go to Left Navigation → Pipelines

2. Select Task Overview

You’ll be taken to a board view organized by Task Categories and Stages.

Each column on the board represents a Stage within a Category. Each card is an individual Task.

What You’ll See on the Board

Each task card includes:

• Task Title

• Due Date

• Assigned User

• Linked Insured or Policy (hover for details)

• Color-coded priority or urgency

• Stage position on the board

The top of each column shows the Stage Name (e.g., Loss Runs, Driver List) and the number of open tasks in that stage.

You can switch between Categories using a dropdown at the top of the board.

Using the Pipeline to Manage Tasks

✅ Move Tasks Between Stages

• Drag and drop tasks from one stage to another to reflect workflow progress

• The system will update the task’s Stage field accordingly

Reassign or Edit Tasks

• Click a task card to open its detail window

• From here, you can change:

  • Assigned user

  • Due date

  • Notes and comments

  • Status (e.g., In Progress, Completed)

Filter Tasks

At the top of the Pipeline screen, use filters to narrow down:

• Assigned to (user or role)

• Due date range

• Status (Open, In Progress, Overdue)

• Category or Stage

Use Cases for the Pipeline View

• CSRs can monitor all tasks assigned to them for the day

• Managers can track overdue tasks across departments

• Renewal teams can track progress of items like driver lists or quotes

• Admins can audit incomplete tasks by stage

Clicking into a task also lets you add comments, upload attachments, or mark the task complete.

✅ Marking Tasks as Complete

From the task card or detail view:

• Change the Status field to Completed

• Or use the checkmark icon (if visible in pipeline view)

Completed tasks will be removed from the pipeline by default (you can choose to show them using filters).