00:00: This guide will walk you through the process of using the client servicing dashboard 00:04: in the CPN application. 00:07: Once you have logged into the CPN, go to the health module to view your dashboard. 00:11: Click the client servicing tile and select client servicing in the drop-down 00:15: menu. 00:17: Click create service tasks from the menu. 00:21: Enter the necessary information to create a task an example of an 00:25: appropriate tasks could be submitting a claim for a client. 00:29: Select who you would like to complete the task? This is a great feature. 00:33: If you have an assistant, 00:35: Select the priority level. 00:37: Enter a deadline date for this task to be completed. 00:41: Select the current task status and update as you progress through the task. 00:46: Add any applicable notes. You may need to refer to complete the task or provide 00:50: to your assistant. 00:53: Approved. The action. 00:54: To view any created tasks, you will click client Servicing. 00:59: Then click view dashboard. 01:01: A table will appear with the list of tasks you have created. 01:05: To view the tasks click edit. 01:08: When you have completed a task, click edit, and then add the completion date and click accept. 01:14: Keep in mind, this dashboard will not send you a reminder notifications. 01:18: If you choose to use this feature, be sure to check your dashboard daily to 01:22: assure. Tasks are not forgotten. Tip. 01:24: You can also add a task to a client's dashboard, while in a quote 01:28: on the comparison table. C quoting lesson for more information.