Working with Tasks

Tasks allow you to create assignments related to a case.  You can assign a task to others, set deadlines, status, and priorities. Time spent to complete a task can be captured for billing.  Automated workflows can create and assign tasks when triggered by a specific event, e.g., opening a new case.  See the Knowledge Base for more details.

Note:  we'll show you how to add time to a task in another article.

Creating a Task

  1. From the Main Menu click on CASES.  Then, open the case by clicking on the case name.
  2. Go to the TASKS tab.
  3. Click the plus button in the right-hand bottom corner of the screen.
  4. In the popup window, fill in the required fields: task name, due date and time.
  5. Complete the remaining fields: add a description, specify task status, priority and even attach a file if needed.
  6. Select assignee from the drop-down list.
  7. To complete the process, click ADD.

    Note: when created, tasks are added to feeds and calendars and an email notification is sent to the assignee.  (Settings for feeds, calendars and email notifications can be set by user.)

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Editing and Completing a Task

  1. From the Main Menu click on CASES.  Then, open the case by clicking on the case name.
  2. Go to the TASKS tab.
  3. Select the task you want to mark complete, click '•••' at the end of the row and select Edit.
  4. Make changes to the fields as necessary, to mark a task “complete” change the field Status to Completed.
  5. To save the changes, click SAVE.

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