LifeLink Corporation Life Insurance Software WebTrack Help
 

Editing an Existing Task

To edit an existing task simply enter/select/update the available information on the form and click "Submit".  If you would like to attach files, use the "Manage Files" link near the Submit button.  See below for specific fields.

Issue ID
Task ID that was assigned when task was created. This ID will remain the same during every phase of the task.

Date Created:
The date and time the task was created. (Time zone is GMT - Mountain Time).

Date Modified:

The date and time the task was last modified by you or another use. (Time zone is GMT - Mountain Time).

Request Type:

The Request Type that was selected when the task was created. (for descriptions of the Request Types, see Creating a New Task

Project:
The Project that was selected when the task was created. 

Version(s):
The version (company, system, or both) that was entered when the task was created. 

Priority:
Select the priority, if changed desired.
The task priority displayed will be the last set for the current task.  You may change the priority by selecting from the list.

Subject:
The task Subject  that was entered when the task was created. 

Update:
Enter any responses or updated information for the task.
Enter any responses, comments, or updates to the task.  This section should include responses to questions asked in the task history by your LifeLink rep.  You may also want to add any relevant information you obtained after entering the original task.
NOTE:  This text will become a part of the Task History.

Current Status:
The current status of the task.
Options include:

  • New Task  -- A task that has been submitted, but not yet reviewed.
  • In Progress -- A task that has been viewed and is being worked on/researched/etc.
  • Waiting for Carrier  -- A task that requires action by the carrier. Either a response to a question, more detail, or verification of task completion.
  • Complete -- Task has been checked by carrier/LLC and does not require further comments or modifications.
  • Cancelled  --  Task that was entered, but no action was taken and the task is no longer relevant.
  • Deferred --  Task that will have no action taken until status is set to another status.
  • Resubmitted  -- A task that requires further action.

New Status:
Select the new status for the task.
Select current status of the task from the drop down list.  Task status may not need to change. See Status Options for detailed information on each status.

Manage Files:
Click on the "Manage Files" link to attach or delete files associated with the current task.  See Manage Files for more detail.

Assigned To:
Select the appropriate Assign To option. The option selected in the Assign To field will be automatically notified that the task has been updated (if comments were included in the update).

Cc:
The Cc field allows you to send the automatic Task Notification email to additional email addresses. Multiple email addresses may be entered if separated by a semi-colon or comma. The Cc field entries will be retained during the life of task unless manually deleted when the task is edited. NOTE: If the person is the assignee, there is no need to include their email address in the Cc: field.

Requested By:
The Requested By field always contains the name of the person who created the task.


See Also:
Getting Started
Frequently Asked Questions
Help Table of Contents
Glossary
System Requirements