Setting a Task on a Case
Tasks are intended to be point in time reminders for someone to action something. For example you send an email to a client and are awaiting a response, you will set a task to remind yourself to follow up in 7 days if they have not responded.
Tasks can also be set to remind others that there are actions they need to do. IE assigning tasks to various people for the Royal Show stand.
Initial search
This guide assumes you are in the associated Case. If this is not the correct please Search for the Case first: Completing a Search
Look at the right hand side of the case layout
Locate "Open Activities and Select “New Task”
Fill in all of the relevant task fields
- Assign to: The task will automatically be assigned to the person creating the task, however you can add additional people or change it to someone else. Tasks are always an individuals responsibility and should be assigned accordingly
- Subject: What do you want the person to do in order to complete the task? (IE: Call contact and follow up)
- Type: What type of contact is it?
- Due Date: When should the task be actioned?
- Comments: Any other comments to be aware of
“Save” Task
Verify Task Creation
The task should now appear in the "Open Activities" section of the case like below
