# Task Screen

[![WhatsApp Image 2026-06-29 at 2.23.11 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/pzlwhatsapp-image-2026-06-29-at-2-23-11-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/pzlwhatsapp-image-2026-06-29-at-2-23-11-pm.jpeg)

The **Task Screen** allows staff to view, filter, and manage assigned tasks related to payments and follow-ups.

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# Search Function

### Search Bar

<div class="relative w-full mt-4 mb-1" id="bkmrk-search-by-task"><div class=""><div class="relative"><div class="h-full min-h-0 min-w-0"><div class="h-full min-h-0 min-w-0"><div class="border border-token-border-light border-radius-3xl corner-superellipse/1.1 rounded-3xl"><div class="h-full w-full border-radius-3xl bg-token-bg-elevated-secondary corner-superellipse/1.1 overflow-clip rounded-3xl lxnfua_clipPathFallback"><div class="pe-11 pt-3"><div class="relative z-0 flex max-w-full"><div class="q9tKkq_viewer cm-editor z-10 light:cm-light dark:cm-light flex h-full w-full flex-col items-stretch ͼ5 ͼj" dir="ltr" id="bkmrk-search-by-task-1"><div class="cm-scroller"><div class="cm-content q9tKkq_readonly">Search by task</div></div></div></div></div></div></div></div></div><div class=""><div class="">  
</div></div></div></div></div>Allows users to search tasks by:

- Contract number

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# Filters

Users can filter tasks based on their role.

<div class="text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)" id="bkmrk-g-department-departm"><div class="[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn" tabindex="-1"><div class="flex max-w-full flex-col gap-4 grow"><div class="min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&]:mt-1" data-message-author-role="assistant" data-message-id="3893cdd3-96d9-483b-b907-aa1d4d72ad76" data-message-model-slug="gpt-5-3" dir="auto"><div class="flex w-full flex-col gap-1 empty:hidden"><div class="markdown prose dark:prose-invert w-full wrap-break-word dark markdown-new-styling">- **G department**
- **Department**
- **Collection Unit**
- **collection tl**
- **collection**

</div></div></div></div></div></div>The filters above are displayed based on the user's role.

When the role is,

- Admin can view all the filters.
- g\_dept, can all filters except the g department
- dept, can collection unit, collection tl and collection
- collection\_unit can view the collection tl and collection
- Collection TL, can view the collectionThe
- collection can only see the search filters,

There are additional filters available in the filter section,

- **Delay This Month:** Next due date is **0–30 days overdue**.
- **Last Month Delay:** Next due date is **30–60 days overdue**.
- **Two-Month Delay:** Next due date is **60–90 days overdue**.
- **OA Contract:** Next due date is **more than 90 days overdue**.

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# Task List

Each item represents a staff task.

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### Information Displayed

Each record shows:

- **Customer Name**
- **Mobile Number**
- **contract number**
- **contract type**

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# Pagination

- **Prev** → Go to previous page
- **Next** → Go to next page
- Displays current page (e.g., Page 1 of 3)

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# How to Use

### View Tasks

1. Open the **Task screen**
2. Use filters to narrow results
3. Search if needed
4. Select a task to view details

---

---

# Task Details Screen

<table border="1" id="bkmrk--3" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col><col style="width: 33.3333%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-29 at 2.50.45 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-2-50-45-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-2-50-45-pm.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 2.50.45 PM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-2-50-45-pm1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-2-50-45-pm1.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 2.50.46 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-2-50-46-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-2-50-46-pm.jpeg)</td></tr></tbody></table>

The **Task Details Screen** provides complete information about a selected task and allows staff to take follow-up actions.

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# Task Information

Displays:

- **Customer Name**
- **Mobile Number**
- **Contract Type**
- **Contract Number**
- **Fully Paid Date**
- **Next Due Date**
- **Gurantor details**
- **Collateral details**

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# Actions

### Call Screen Customer

<table border="1" id="bkmrk--10" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 25%;"></col><col style="width: 25%;"></col><col style="width: 25%;"></col><col style="width: 25%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-29 at 2.58.59 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-2-58-59-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-2-58-59-pm.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 2.58.59 PM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-2-58-59-pm1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-2-58-59-pm1.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 2.58.59 PM(2).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-2-58-59-pm2.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-2-58-59-pm2.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 2.59.00 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-2-59-00-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-2-59-00-pm.jpeg)</td></tr></tbody></table>

**The Latest Details**  
This section displays the last call details with the customer.

The form below is the current call data, adding screen. The form needs to be added below the details.

- Exceptional case
- Remark for the exceptional case
- Gps status
- Remark for the GPS status
- payment promise date
- remark for the payment promise date.

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### Promise Dates

Set or update customer promised payment dates

[![WhatsApp Image 2026-06-29 at 3.12.05 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-3-12-05-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-3-12-05-pm.jpeg)

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### Customer Visit

Visit the customer's home details adding

This data will be added to the special case details screen. After clicking the customer visit, the user will navigate to the customer visit screen.

<table border="1" id="bkmrk--16" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 25%;"></col><col style="width: 25%;"></col><col style="width: 25%;"></col><col style="width: 25%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-29 at 3.14.40 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-3-14-40-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-3-14-40-pm.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 3.14.41 PM(2).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-3-14-41-pm2.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-3-14-41-pm2.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 3.14.41 PM(3).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-3-14-41-pm3.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-3-14-41-pm3.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 3.15.56 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-3-15-56-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-3-15-56-pm.jpeg)</td></tr></tbody></table>

After a visit to the customer's home, the following details need to be submitted

- Contract number
- where to visit (Visited to)
- Visited result
- Who did you meet
- Visited location
- visited remark
- The visited reason - this section has two options. 
    - For GPS repair
    - Special Cases

<table border="1" id="bkmrk--17" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><tbody><tr><td>[![WhatsApp Image 2026-06-29 at 3.25.37 PM.jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-3-25-37-pm.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-3-25-37-pm.jpeg)</td><td>[![WhatsApp Image 2026-06-29 at 3.25.37 PM(1).jpeg](http://wiki.lalco.la/uploads/images/gallery/2026-06/scaled-1680-/whatsapp-image-2026-06-29-at-3-25-37-pm1.jpeg)](http://wiki.lalco.la/uploads/images/gallery/2026-06/whatsapp-image-2026-06-29-at-3-25-37-pm1.jpeg)</td></tr></tbody></table>

Select one of them and save. After saving these details, the user can view them in the special case screen.

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# How to Use

### Manage Task

1. Select a task from the list
2. Review task information
3. Choose an action

<div class="relative w-full mt-4 mb-1" id="bkmrk-task-list-%E2%86%92-select-t"><div class=""><div class="relative"><div class=""><div class="">  
</div></div></div></div></div>