How to Use Task Management in LendingPad?

Step-by-step guide


    • Users can only see tasks that are assigned to them, they assigned to others, or if they hold a manager-type user role within the company 
    • Users will receive an email of tasks due that day if applicable 
    • Users will not receive an email if they assign themselves a task
    • Users will receive an email if assigned a task from another user with a link to access the loan directly.