Add a Case Task

How to add a task to a case. 

• From any tab of a case, click 't' on your keyboard or click on the arrow to the right of the case status and select Add Task. 

• 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.

• 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.