Individual tasks

When you are viewing an individual task, you can use tabs to view the source of the task, record notes, and upload attachments. In the Members tab of the task, you can mark a task as private if you consider the task as sensitive and do not want it to be viewed by the case management team in general. The owner of the case and members of the task can view a private task.

If you have permissions, you can also mark the task as completed by clicking Complete and Close. Marking a task complete not only informs the case owner that the task is done, but also enables the application to implement the next step in the playbook.

The following graphic shows an example of an individual task.

The surrounding text describes this graphic, which is a snap shot of the user interface.