Add Tasks to a Case

You can add tasks to the case to have a checklist and prioritize the order of tasks. 

1. Navigate to Cases.

The Cases page is displayed. 

2. Click the case you wish to add a task. 

The page for the selected case is displayed.

3. Click the Task tab. 

The Tasks page is displayed. 

4. Click on Add Task button. 

The Add New Task dialog is displayed. 

5. Enter the name of the task in the Task Name field. 

6. Select the person to assign the task to from the Assigned To dropdown list. 

7. Select the due date of the task by selecting the date from the Due Date calendar.

8. Select the time in the Time field. 

9. Select the priority of the task in the Priority dropdown. The available options are Low, Medium, and High.

10. Select the status of the task in the Status dropdown. The available options are Pending and Completed.

11. Add the notes, if any in the Notes field. 

12. Click Add Task. 

The task is added to the case.