Viewing Board Tasks
Viewing Board Tasks
Board members with the proper permissions can view and reply to board member tasks as set up in CINC Accounting.
NOTE: Menu path and screens may vary depending on page layout and template design.
Select Board Portal / Portfolio Board Tasks to open the Board Task screen.
To view violations for that task, click the Violations hyperlink.
To view work orders for that task, click the Work Orders hyperlink.
To view collection activity for that task, click the Collections hyperlink.
To view the details of that task, click the number Total hyperlink. Items highlighted in red in the Date column are past due.
If needed, click New Message to add a response to the task.
Select the Attention and Importance options. Enter text in the Note Subject and New Message fields. To add attachments, click Choose Files. Browse and select the files. Click Save.
To view the Account Ledger, click the Ledger hyperlink.
