Add Tasks

You can add tasks using two different methods.

  1. Tap the add icon.

The Add Task panel appears.

  1. Use the Starting Milestone and Ending Milestone fields to identify which milestone(s) the task is assigned to. They may automatically populate with the next milestone.
  2. Choose either Insert At Milestone or Insert Before Milestone to determine if the task(s) should be inserted before or at the specified milestones.
  3. Select either Single Task or Task Group from the Single Task Or Group? drop-down list to select individual tasks or a group of tasks to insert into the workflow.
  4. Select the desired task and tap Save to add the task(s) to the case.
  1. Tap View Graph on the Workflow panel to visibly display the tasks by milestone.

The workflow window appears.

  1. Tap Add Task, and select a start and end milestone.
  2. Select a task from the drop-down list and tap Add.

The task appears in the graph.

  1. Tap Sort Tasks to refresh the graph.
  2. Tap Close to return to the Case Edit window.