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Task

Task

It is possible for users to assign tasks to staff members and allocate deadlines. Automatically, these tasks and deadlines get recorded in Case Notes, enabling easy tracking of workloads and timely completion of tasks.

The Tasks section manages the workload and ensures that all necessary steps are taken to progress the case effectively.

How to Create a New Task?

To create a new task, click the “Add New Task” button. Then, input basic information including the case number, assignment title, status, assignment date, due date, and assignee. Once these details are provided, the task will be successfully generated.

How to use edit task, delete, comment option & reassignment history?

Edit task: By providing an edit option, users can easily update task details, make corrections, or adjust deadlines as needed.

Delete task: Users may want to remove tasks that are no longer relevant or necessary.
comment option: Comments provide a platform for users to discuss specific aspects of a task, share insights, ask questions, or provide updates.
Reassignment Task: Users can understand when and why tasks were reassigned, providing valuable context for decision-making and workflow management.

How to Complete Tasks?

1. Begin by accessing your task, either from your task list or the internal case page.
2. Next, click on the “Edit” option, which will allow you to add a completion date for the task.
3. After setting the completion date, provide a response to the associated question with a simple “Yes” or “No.” Then, click the “Save” button.
4. Congratulations, you have successfully completed your task!

What are post-task actions available?

After Completing a Task:

  • Download Document: Access the task document by clicking the “Action” tab.
  • View Task Details: Click the “Eye” icon to review task specifics.
  • Check Task Outcome: Click on “Display Information” to see the task outcome.
  • Track Reassignment History: To view the history of reassignments, click on “Reassignment History.”

Add a New Task

This facility allows users to create and assign new tasks concerning the case. To create a new task, do the following:

  1. Input a specific case number to link the task to the case.
  2. Choose the following information:
    1. Task Status: Enter the status of the task (Started, In progress, or Not Started)
    2. Task Title: Input the task title
    3. Assignee: Select an assignee from a list of users
    4. Assigned Date: Input the assigned date
    5. Due Date: Input the due date
    6. Priority: Select from options such as High, Medium, or Low
    7. Reviewer: Allow the user to pick a reviewer from a list of users
    8. Add Template or Click to Upload: Allows the user to choose a pre-defined task template or upload based on allowed file format
    9. Mail Out Required: Check if a mail out is required
    10. Add Video Conferencing: Specifies whether or not the feature to include a video conferencing option can be added, i.e., Google Meet or Zoom.
    11. Add Reminder allows users to add reminders for the clients.
  3. Click Save when done.

Task list table

The task list table consists of following parameters:

  • Title: The title or description of the task.
  • Star Icon: To indicate tasks as important or favorite.
  • Reviewer: User who reviewed the task.
  • Reviewed Date: Date on which the task was reviewed.
  • Assigned To: User who has to finish the task.
  • Date Assigned: Date on which the task was assigned.
  • Due Date: Date by which the task should be finished.
  • Priority: Priority level of the task (e.g., “Medium”).
  • Status: The status of the task at the moment (e.g., “in progress”).
  • Mailed Out: Whether something pertaining to the task has been mailed out (“NA” here).
  • Actions: A column with icons for taking actions on the task:
    • Add Comment: User can add a comment to the task.
    • Pencil Icon: Users can edit the task.
    • Checkmark Icon: Mark the task as done.
    • Three Vertical Dots Icon: Opens a with other actions like:
      • Delete: Provides an option to delete the task.
      • Reassignments: Provides users with an option to reassign the task.

Managing Tasks

Tasks are handled through multiple options that fall under the Actions column in the task management like:

  • Add Comment: Allows users to add a comment or note related to the task.
  • Pencil Icon (Edit): The icon enables users to edit the task details. When the option is clicked, it allows users to change the task title, assignee, due date, priority, and other task parameters.
  • Checkmark Icon (Complete): The icon is generally used to mark the completion of the task.
  • Three Vertical Dots Icon (More Actions): This icon shows an extra menu of actions that can be taken on the task that contains:
  • Delete: Deleting the task in its entirety.
  • Reassignments: Modifying the user assigned to the task.

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