Tasks on a case

Navigate to the case via Task Tracker or Case Tracker.

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

Update/ Change a task on a case
Open Case Tracker and select the Case and click to open.
OR
Open Task Tracker and search for task, for example on Activity assignee or Due date. Cllick the edit pencil tool to open.
Go to Case Management > Tasks
Expand the view of the Task using the arrow on the right of the Task
Update the required information.

Remove/ Withdraw a task on a case
Open Case Tracker and select the Case and click to open.
OR
Open Task Tracker and search for task, for example on Activity assignee or Due date. Cllick the edit pencil tool to open.
Go to Case Management > Tasks
Expand the view of the Task using the arrow on the right of the Task
Select WITHDRAW at the bottom of the Task detail.
A pop up warning will display, select YES to complete.

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