Task views
The Tasks tab on the Entity management page displays a table where rows represent tasks and columns show data about those tasks and their associated entities.
Entities with multiple tasks have one row for each task rather than one row for the entity. To see all the tasks for a single entity, select the entity's name. The entity's tasks are listed in the Due diligence tasks section.
Note
The data displayed in each row is for the current version of the task. You can see data from expired versions of the task on the entity's task page. Learn more about task versions.
By default, the Incomplete tasks view is displayed. To learn more, see Apply a task view.
Task quick views
Quick views are views that have been set up by Maxsight. These views are available from the drop-down menu with the filtering, sorting, and columns described here. It's not possible to modify these views.
The quick views available on the Tasks tab are:
Name | Description | Filtering | Sorting |
|---|---|---|---|
Incomplete tasks | All incomplete tasks. | Task status is Incomplete. | Most recent Task creation date first. |
Screening tasks | All screening tasks. | The task is Assess PEPs, sanctions, and adverse media or Assess sanctions and adverse media. | Most recent Task creation date first. |
Your tasks | Tasks that are assigned to you or to your team. | Task assignee is the signed in user, or one of the signed in user's assigned teams. | Most recent Task creation date first. |
Screening tasks with unresolved matches | Screening tasks that include unresolved matches of any type. | The task is Assess PEPs, sanctions, and adverse media or Assess sanctions and adverse media. There are one or more unresolved screening matches of any type for the task. | Most recent Task creation date first. |
Screening tasks with unresolved sanctions matches | Screening tasks that include unresolved sanctions matches. | The task is Assess PEPs, sanctions, and adverse media or Assess sanctions and adverse media. There are one or more unresolved sanctions matches for the task. | Most recent Task creation date first. |
Tasks from assessments in review | Tasks associated with an assessment that is in review. | An assessment that is in review requires the task. | Most recent Task creation date first. |
Tasks from associate entities | Tasks for an associate entity. | An assessment for an associate entity requires the task. | Most recent Task creation date first. |
Tasks from high-risk assessments | Tasks associated with an assessment that is calculated as high risk. | A high-risk assessment requires the task. | Most recent Task creation date first. |