Tasks on a case

Owned by Former user (Deleted)
Last updated: Jun 08, 2018 by Linda MacDonald (Unlicensed)
  1. Navigate to the case via Task Tracker or Case Tracker.




    Add 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. A 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 and upload Reference files, then Submit Request. 





    Update/ Change 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 the edit pencil tool to open.
  8. Go to Case Management > Tasks
  9. Expand the view of the Task using the arrow on the right of the Task
  10. Update the required information.


    Remove/ Withdraw 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 > Tasks
  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.