Create Task

Explanation

This activity is used to create a new task. Each case can consist of one or more tasks which need to be completed in order to complete the case. A task can be queued to a particular assignee or support queue to be handled.

Prerequisites

• The task type, task activity, and task completion must have been entered in the Task Basic Data window.
• The case must have been created and the current case must have been retrieved to the window.
• The case must have been accepted from the support queue.
• To create a task from an existing template, a task template must have been entered in the Task Basic Data window. 

System Effects

As a result of this activity, the task will be created.

Window

Case

Related Window Descriptions

Case
Case/Tasks

Procedure

1. Open the Case window and click the Tasks tab.
2. Double click on a row on the table.
3. In the Activity field, enter the activity that will be performed. Use the List of Values to select a suitable value.
4. In the Due Date field, enter the due date for the task.
5. Enter the task comment in the Comment field.
6. Save the record.

Note: You can also create tasks for the case using the existing task templates. To do so, select the row, right-click and then click Create Task from Template, and select a value for the Task Template Name field.