Tasks
Tasks can be added to a case and assigned to an individual.
To navigate to the tasks from the Case View, click the Tasks tab.
Refer to Cases for more information.
Add a task
Tasks are added by clicking the Tasks dropdown and selecting 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, you can select the Complete to remove the workspace item or use the Done result in the workspace.
Checklists
Checklists are a set of tasks and are configured by an administrator.
Add a checklist
Checklists are added to cases by clicking the Tasks dropdown and selecting Add Checklist.
The add checklist screen allows the user to select all the checklists or elements of the checklist to add. Cases do not allow duplicate checklist items.
For example: a user adds item one from the checklist and clicks Save and Assign. Item one cannot be added to the case a second time.
