To-do tasks

A to-do task represents a simple activity that does not have workflow steps. To-do tasks provide a checklist of tasks that must be done or information that must be collected 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 specify that a to-do task is required for the case to complete or that it is optional. You also specify whether the task is started automatically or when a user adds the task in the Case Client.

You can hide tasks from view in the case client. For example, if you have tasks that have no value to the case worker, you can mark those tasks as hidden when you design your solution. Typically hidden tasks are controlled programmatically through business logic that is built into the case management application.

To-do tasks are displayed in the To-Do List widget.