Task views
The Tasks tab on the Profiles page displays a table where rows represent tasks and columns show data about those tasks and their associated profiles.
Profiles with multiple tasks have one row for each task rather than one row for the profile. To see all the tasks for a single profile, select the profile's name. The profile'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 profile's task page. Learn more about task versions.
By default, the All 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 applications in review | Tasks associated with an application that is in review. | A product application that is in review requires the task. | Most recent Task creation date first. |
Tasks from associate profiles | Tasks for an associate profile. | A product application for an associate profile requires the task. | Most recent Task creation date first. |
Tasks from high-risk applications | Tasks associated with an application that is calculated as high risk. | A high-risk product application requires the task. | Most recent Task creation date first. |