The below is a sample of the email notification sent when there are open tasks and the auditor chooses to 'notify' the Loan Officer or account owner at any time. In addition, a friendly reminder email will be sent every 7 days until the task has been completed.
For information on how auditors & compliance users create tasks and 'notify' account owners. See the 'Create a Task' section on Managing Tasks and Findings.
Once the task notification is sent, the recipient can click the universal 'Open Task' button within the email notification to be taken directly to the task section of the mobile or web app. Web users will be required to login to manage their tasks.
A preview of any communication or instructions will be provided below the 'Open Task' button (in the blue box). This communication text is entered by the auditor or compliance users and will show whatever they have selected to type into the custom communication box.
Subject Line: Social Media task notification