Quick tasks

A quick task represents a one-time activity that is related to a case but not associated with a workflow. You can enable case workers to create quick tasks for a case type to help them organize their work or address unexpected or one-time tasks. For example, a case worker determines that a follow-up call to a customer is required and adds a quick task to track this requirement. The case worker can assign the quick tasks to another case worker and set a due date.

Quick tasks are displayed in the To-Do List widget. A case worker can create a quick task by just typing in the name. After the task is created, the case worker can add a description, assign the task, and set the due date. A quick task is marked closed by a single click in the To-Do List widget.