Add a Task

You can add a task from the Workflow panel on the case summary page, from the Workflow page, or using the graph.

PREREQUISITES:

  • To see tasks, users must have the View permission selected under Case Admin > Business Case in Admin. See Security Roles in the Admin 3.2 Guide for more information.
  1. Open a case.
  2. Tap Add record.

NOTE: The beginning milestone is listed to the left of each task in the 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.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  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 available 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 check box next to the desired task(s).
  5. Tap Add to add the task(s) to the case.

  1. At the bottom of the page, tap Add record.

NOTE: The beginning milestone is listed to the left of each task in the 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.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  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 available 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 check box next to the desired task(s).
  5. Tap Add to add the task(s) to the case.

You can view the tasks by milestones in a graph.

NOTE: A task can be added by using the graph on the Workflow page. Tap Workflow from theactivity toolbar to open the Workflow page.

  1. Open a case.
  2. Tap View Graph.

The graph view window opens.

  1. Select the beginning milestone for the task.
  2. Tap Add Task.
  3. Select a task from the Select Task drop-down list.
  4. Tap Add.

The task appears in the graph.

  1. Tap Close to return to the Workflow panel or page.