How to find your tasks in FinView

Managing tickets effectively is crucial for ensuring smooth communication, and case progression in FinView. This article guides you on how to easily find your tickets within the platform. There are two ways you can take to get to your tickets.

From the main menu, click on the tasks option.

You will now be redirected to the main window which shows all tickets and tasks. You will see, that you are automatically on the area of tickets that are assigned to you.

If you want to view all tickets, simply click on the 'All tasks' at the top of the side menu.

It is also possible to view tasks within a case. To do this you need to search for your case, starting at the home page.

Enter the details of the case such as name, email address or case number. For this example we are using Osborne Jefferson.

Select from the results the right result.

From the debtor overview, click on the correct case file to open it.

Once in the case file, you can navigate to the task desk by clicking tasks in the navigation bar.

The task desk within the case only shows the tasks associated with that specific case. It has the same navigation options as the main desk.

Remember, no matter how you choose to locate your tasks or tickets, managing them efficiently is a crucial part of maintaining smooth operations within FinView. Familiarise yourself with both methods to ensure that no task or communication goes unaddressed.