Tasks

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For a list of all scheduled tasks, a browser pop-up will open.  A list of all tasks due today or overdue will be displayed.  Changing the option in “Show Tasks” will change the results displayed.

 

A user can add new tasks from this location.

 

Tasks

 

To add tasks, click on the "Add Task" button.  

 

Enter the Description, Due Date, Due Time and from the dropdown the Cases it relates to. Click on “Save the Task”.

 

Tasks_add

 

 

Tasks can also be viewed and added in the Top Bar (see Top Bar) as well as in the Summary under My Work (see Summary section).