A PEXA Task is an activity associated with a Workspace. The PEXA Tasks screen helps you keep track of things you need to do. At a Workspace level, you can view incomplete tasks within the Workspace through the Tasks tab on your Workspace.
All tasks within PEXA are created automatically. For example, if you create a Workspace and assign the role of Incoming Mortgagee, a task is generated in the Workspace. This task is entitled Create Mortgage Document.
When you successfully create the National Mortgage document, the task is removed from the All Workspace Task List since it is now Complete.
Examples of tasks include:
Create a document
Sign a document
Complete financial settlement schedule
Note: At a Workgroup level, you can view at a glance the outstanding and actionable tasks across different active Workspaces that you have access to. To do this, select the Outstanding Tasks button from the Main Menu.
Tasks at a Workspace level
1. Click the Task name to review or complete.
Note: As soon as you complete your activity, the task is removed from the Task List.
Result: The PEXA screen is displayed depending on the required activity.