Tasks tab
From the Tasks tab in an individual case, you can view and manage all of the tasks for the selected case. The Tasks tab organizes the tasks by phase, which you can expand or collapse.
The following graphic shows an example of the tasks table.
For each task, you can access the following information, from left to right:
- Hover over the clipboard icon to see whether the task is automatically created or user added.
- If the circle and check mark icon is green, the task is completed, otherwise, it is incomplete. You can click the icon to mark a task as completed.
- Hover over the task name to see its instructions.
- Owner column. Click the down arrow to select an owner, if unassigned, or reassign the task. The drop-down menu lists only those users or groups who are members of the case. When you save your changes, the assignees receive a notification.
- Due Date column. Click the date to change or assign a due date.
- Flags column, notes icon. Shows the number of notes added to the task. Click the icon to open the task and view or add notes.
- The attachments icon shows the number of attachments that are added to the task. Click the icon to open the task and view or add attachments.
- Actions column. Click the […] to see the available actions for the task. Click the action to complete it.
Also in the Tasks tab, you can complete the following:
- Complete an action on multiple tasks. Multi-select the tasks using the check boxes, click Selected, and choose the action. To select multiple tasks, click the clipboard icon of one task then hold the Shift or Ctrl key or Command key and click the clipboard icon of the other tasks.
- Create custom tasks, which are more tasks beyond the tasks that are generated by the playbook. Click Add Task, enter the appropriate information in the dialog, and click Create. This adds the custom task to the playbook, where you can assign it to a user or group for completion.