Tasks can be added to a case and are used as reminders that something needs to be done on the case.
To add a Task to a case, select the “Add Task” action from the Case Actions dropdown on the case profile page.
On the next screen, fill out the Title of the task, select the Task Type and write a pertinent description detailing what the task is for.
Then set the User responsible for the task, as well as the List Date and Due Date for the task. The List Date is the date that the task will appear for the User, and the Due Date is the date by which the task is meant to be completed.
Optionally, a Notification can be sent to the Users on the task alerting them about the new task.
After filling out the form and optionally sending a Notification, click either Create and Add New Case Task, or click Create Case Task.
The task will now be created and appear in the Task List on the Case profile page.
The task will also appear in the Tasks listview on the Home Page of the User associated with the task.
