Activities
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Using the Resource Library
The CaseWyze Resource Library keeps reusable tasks and attachments in one place for your organization. Save standard instructions, reference links,...
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Adding Activities to Google Calendar or Outlook
Use Add to Calendar to copy a saved CaseWyze activity to another calendar app. Export a saved activity Save the task or event with the date...
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Linking Activities to Updates, Time, and Expenses
Connect planned work to its results by linking a case update to the relevant task or event. Create a linked update Open the task or event detail page....
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Understanding Activity Calendars and Fulfillment
Activity calendars group and color-code work. They can also define required fields and the records needed to fulfill an activity. Choose an activity...
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Setting Activity Reminders and Daily Briefings
Activity reminders notify the assignee about a particular task or event. The optional Daily Briefing provides a broader view of upcoming and overdue...
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Editing, Duplicating, and Deleting Activities
Keep an activity’s instructions, assignment, and schedule current as case work changes. Edit an activity Open the task or event detail page, or use...
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Finding Activities and Using the Calendar
Use the Activities directory for a list of work and Calendar for a date-based view. Use the Activities list Open Activities. Search for the activity...
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Assigning Activities and Changing Their Status
Assignment identifies who is responsible for an activity. Status shows its progress. Assign or reassign work Create an activity or open an existing...
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Scheduling an Event
Use an event when case work takes place at a scheduled date and time. Create an event Open the case and select Activities > Add Event. Enter a Title...
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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...
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What Are Activities, Tasks, and Events?
Activities organize planned work on a CaseWyze case. Every activity is either a task or an event. Tasks A task is work to complete, usually by a due...
