Creating a Task

Use a task for work that needs to be completed without reserving a specific start and end time.

Add a task to a case

Open the case and select Activities.
Select Add Task.
Enter a clear Title and add a description with instructions or expected results.
Leave Make this an event turned off.
Choose an Assigned To user and Calendar as appropriate.
If relevant, choose a Service for budget and invoicing context.
Set a Due Date and choose a Reminder, or select No reminder.
Review the status and select Add Activity.

Other starting points

From the main Activities page, select New Activity and choose a case. From Calendar, use Add Activity or a day’s New Task option when available.

Required fields can vary

The selected calendar may require a due date or assigned user, or may allow only events. Service-linked tasks can also be subject to case budget rules. Review the save message rather than bypassing a required field.

Tasks with due dates appear in the calendar’s task list, rather than as timed event blocks.