Add a Task

Tasks are the individual steps required for a case to progress from application to completion. Default tasks attached to the case template are listed in the panel. Additional tasks may be added as needed.

NOTE: Tasks may already be configured by the administrator and added to the case.

1. To add a task to the case, tap Add record.

NOTE: The beginning milestone is listed to the left of each task in the Workflow panel. A task may span more than one milestone depending on how long it takes to complete that task. Each task within a milestone must be completed before the next milestone can be opened.

The Add Task panel opens.

• Tap overflow to view additional functions. Tap Filter records to quickly filter the list of fields in the panel.

2. 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 available milestone.
3. Choose either Insert At Milestone or Insert Before Milestone to determine if the task(s) should be inserted before or at the specified milestones.
4. 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.
5. Select the desired task and tap Add to add the task(s) to the case.

From here you can remove, view, and search tasks. See Workflow Panel in the Case Summary Page for more information. For an explanation of the Task panel fields, see Workflow Panel Fields.