Manage Tasks from the Cases page

Supported in:

You can create and manage case specific or general tasks and assign them to a SOC role or team member directly from Cases > Case Wall or Your Workdesk > MyTasks.

To add a task from the Case Wall:

  1. Click casetaskicon Case Task located on the right side. The Add Task dialog box opens.
  2. Enter the information for the title, SOC role or team member, task content, and due date.
  3. Click Save.

To change the SOC role or team member assigned to the case:

  1. Select the task from the Case Wall.
  2. Click the menu next to Assigned to:
  3. Select the required SOC role or team member.

To close a task:

  1. Select the task from the Case Wall.
  2. Click Mark as done.
  3. Enter a comment in the field, and then click Send.