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Task

Task

Users can delegate tasks or assignments to staff members and establish deadlines. These tasks and deadlines are automatically logged in case notes, facilitating workload management/distribution and ensuring prompt task completion.

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.”

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