Click on the arrow next to the case status on the top right of the page.
Select Add Task from the drop-down menu.
A pop-up window will appear.
Type your task into the box.
Use the drop-down menu under Direct To to assign the task to someone else or yourself.
NOTE: You must choose someone to direct the task to.
Tasks will automatically set priority to Regular. To change the priority of a task, use the drop-down menu where it says Regular.
To set a due date on a task, click on mm/dd/yyyy and type or choose the date from the calendar
Optional: Select a Trigger date. Until the trigger date, the tasks will remain in the Future Tasks category and will not show up as an Open Task until the trigger date you selected.
Click Save at the bottom right of the pop-up window.
The person who is assigned will receive a notification of the task, and it will be added to their task list. If you added a due date, it will appear on the user’s calendar, as well as the case calendar.
TIP: To open the Add Task window from anywhere in a case, click t on your keyboard.