Tasks

Tasks can be added to a case and assigned to an individual. To navigate to the tasks from the case view, click the Task tab:

For information on how to navigate to the Case View, see Cases.

Add a task

To add a task, click the Tasks dropdown, then click Add Task:

In the Add Case Task screen, the required field to save is Instructions. Instructions are shown to the assigned user in their corresponding workspace:

Updating the assignment also updates the assigned user in the workspace. You can also update the assignment from the workspace. When complete, select complete to remove the workspace item, or use the Done result from the workspace.

Checklists

Checklists are a set of tasks and are configured by an administrator.

Add a checklist

To add a checklist, click the Tasks dropdown, then click Add Checklist:

Use the Add Checklist screen to select all the checklist items or elements to add. Checklists do not allow duplicate items to exist on a case.

For example, a user adds item 1 to a checklist and clicks Save and Assign. Item 1 cannot be added a second time to the case.