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From Task Tracker, you can add a task to a case, update a task in a case and remove a task in a case.


  1. Navigate If not in the Case, navigate to the case via Task Tracker or Case Tracker.

    Adding a task on a case

  2. Select the Case (via Task Tracker or Case Tracker) and click to open.
  3. Go to Case Management > Tasks> Add Task
  4. New Task will open where you can choose a template for the Task, assign the task and add a due date for completion.
  5. Add any additional notes Notes and upload Reference files, then Submit Request SUBMIT REQUEST





    Updating/ Changing a task on a case

  6. Open Case Tracker and select the Case and click to open. 
    OR
  7. Open Task Tracker and search for task, for example on Activity assignee or Due date. Cllick Click the edit pencil tool to open.
  8. Go to Case Management CASE MANAGEMENT > TasksTASKS
  9. Expand the view of the Task using the arrow on the right of the Task
  10. Update the required information, including adding any relevant Comments.


    Removing/ Withdrawing a task on a case

  11. Open Case Tracker and select the Case and click to open. 
    OR
  12. Open Task Tracker and search for task, for example on Activity assignee or Due date. Cllick the edit pencil tool to open.
  13. Go to Case Management CASE MANAGEMENT > TasksTASKS
  14. Expand the view of the Task using the arrow on the right of the Task
  15. Select WITHDRAW at the bottom of the Task detail.
  16. A pop up warning will display, select YES to complete.

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