---
title: "Global task manager"
slug: "07-global-task-manager"
updated: 2026-11-02T18:40:14Z
published: 2026-11-02T18:31:36Z
canonical: "docs.thebigpos.com/07-global-task-manager"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thebigpos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Global task manager

The Global Task Manager gives loan officers, LOAs, and processors a single view of tasks across every loan they have access to, instead of opening each file to see what is outstanding.

## Where to find it

A **Tasks** icon on your main dashboard. Selecting it opens the Global Task Manager.

## What you can do

- **See every task across your portfolio** in one consolidated list.
- **Filter by status** — Incomplete, Under Review, Completed, or Rejected.
- **Search** by task name, status, loan, loan status, or borrower.
- **Spot overdue work** — tasks past their due date are flagged.
- **Act without leaving the page** — verify a task, request documents, or answer a field request inline.

## Bulk actions

The Global Tasks screen supports multi-select across loans, not just within a single file. See the bulk task actions article for what the selection bar can do.

## Who has access

Loan officers, LOAs, and processors see the tasks on loans they are attached to. The borrower's own task view is separate and unchanged.