Quick tasks

You can enable caseworkers to create quick tasks for a case type by enabling the case type option Enable caseworker to create quick tasks, while you design a case type in a case solution.
You can create a quick task by clicking New quick task. To close the dialog, press escape key. The tasks get listed in the Case task table where you can do the following actions:
  • Filter the quick tasks to view only quick tasks in the Case task list.
  • Expand the quick task to view the system-level information.
  • Open, complete, and delete the quick task. Mark the quick task back as incomplete to rework on the quick task.
  • Do batch operations such as complete and delete a set of quick tasks by selecting more than one quick task.
  • Search or find the case task on name and assignedTo column.

You can view quick tasks in the Case calendar view. You can create a quick task from the Case calendar view. The task is added in the Case task list in the Case tasks list view.

You can follow these steps to customize the Create quick task action:

  1. Open the Case solution in Process Designer.

  2. Create a New view (Example: Create quick task modal).
  3. Click the Variables tab and create these two configuration options:
    • caseId of type String
    • tosname of type String
  4. Add a button (Example: Create Quick Task) along with the Create quick task modal view to the Layout.
  5. Set the Case Identifier and Target object store name configuration options of the Create quick task modal view to the configuration options that you created in Step 3.
  6. From the Create quick task modal view, select the Visibility tab and choose "None".
  7. Click the Create quick task button, select the Event tab and specify this statement on the onclick event:

    ${<control Id of Create Quick Task Modal view>}.showModal().

    Example: ${Create_Quick_Task_Modal}.showModal()
  8. Add the newly created Create quick task modal view to the custom CSHS next to the close button and map the caseId of type String and tosname of type String configuration options.