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Tasks

There is an option to add a task table to the already existing Case Management tables.

Create a Task

  1. In the Tasks tab, click on the downward arrow beside the Attachment option, then select Tasks.
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  1. Create a new task by selecting the New Task button in the top-right corner.
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  1. Fill in all the necessary fields and then select the Add Task button in the bottom-right corner.
ParameterDescription
NameThe name given to the task.
StatusThe status of the task
PriorityThe priority rank of the task- Low, Medium, High or Critical.
DescriptionA brief description describing the task.
Assigned toA user you assigning the task to.
Due DateA date and time for when the task is due.
Block Closing Case Until it is DoneChecking the box will block the closing case until it is done.
Linked AlertsThe Name and ID of the Alert(s) you want to link to this current task.
Linked ObservablesThe Name and ID of the Observable(s) you want to link to this current task
Linked AttachmentsThe Name and ID of the Attachment(s) you want link to this current task.
Linked TasksThe Name and ID of the Tasks(s) you want to link to this current task.
Linked CasesThe Name and ID of the Case(s) you want to link to this current task.
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