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Tasks

Create and track Tasks within a case. Break down case work into actionable steps.

Creating Tasks​

  1. Open case
  2. Go to Tasks
  3. Click New Task
  4. Enter:
    • Task title
    • Description
    • Assigned to
    • Due date
    • Priority

Task Management​

  • Mark complete/incomplete
  • Change assignee
  • Update due dates
  • Add subtasks
  • Add dependencies

Task Features​

  • Assigned to team members
  • Due dates with reminders
  • Priority levels
  • Subtask support
  • Completion tracking
  • Comments per task

Checklist View​

See all case tasks:

  • Completion status
  • Assigned team members
  • Due dates
  • Priority

Best Practices​

  • Create specific, actionable tasks
  • Assign ownership clearly
  • Set realistic deadlines
  • Use subtasks for complexity
  • Mark complete when done
  • Archive old task lists

See Also​