The Member Regulation Desktop & Task Management for clients.
The MRDT application was designed to take into account the many task an analyst has to go through to get their work done. At anytime they have to visit 3-6 different lists (applications) to see what tasks require the most attention.

With the new layout all of the active task summary is shown on the dashboard under "Assigned Tasks Summary" and a detailed list items below "Assigned Tasks" to speed up their tasks.
The summary buttons for each of the lists takes the analyst to that specific list, actively filtering only those items.
Clicking on the "CMA" button above will bring the analyst to this filtered view of the tasks under that link. Notice that the left nav has also updated to show that CMAs list is activated.
The analyst can further narrow down the list by choosing the filters above the list.
Or the Analyst can look up underlying notes for each of the tasks through the "analyst notes" link
An Individual Item can be clicked through for more details for that task
The detailed page for a task has extensive detail segmented for quick read through.
The history for a task shows the many actions that can be taken on each item.
Link to the Interactive Prototype: Link to the prototype on Invision
MRDT V2.0
Published:

Owner

MRDT V2.0

Published: