Tasks & Assignments Training

Tasks & Assignments Training Webinar

Tuesday, May 7, 2024 1 PM Eastern | 60 Minutes

During this Tasks & Assignments Training Webinar, our Green Check product team and banking experts will provide valuable insights and best practices for effectively using tasks and assignments in Green Check, with a focus on leveraging the new task ownership by app area feature.

What You’ll Learn:

  • A refresher on the types of tasks you can assign in Green Check
  • How to assign task ownership at the global level for your FI
  • Best practices for creating and managing tasks
  • Strategies for maximizing task adoption and accountability