To-do tasks
You can use Case tasks list view to work on to-do tasks that are part of a case
instance.
A To-do task represents a simple activity that does not have workflow steps. To-do tasks provide a checklist of tasks that you must do for a case type. For example, if the solution that you are designing is for automobile claims and one of the case types is for automobile accidents, you can create a To-do task to enter the completion of making contact by telephone with a claimant.
You can create two types of To-do activities:
- Automatic activity: You can create only one automatic To-do activity for a case instance. The activity is listed in the task list.
- Discretionary activity: You can create any number of discretionary To-do activities for a case instance. In the discretionary activity, click Add To-do, select an activity, and click OK to create to-do activity.
You can take the following actions on To-do tasks:
- Filter the To-do tasks to view the To-do tasks only in the task list.
- Expand To-do task to view the associated task properties.
- Save and complete a To-do task.
- Select multiple To-do tasks, and complete them.