Contents
When you and your Team Members create tasks, each task will have its own task page. This page will be dedicated to that task- it houses all the information, relevant Clients and Team Members, and communication channels in one place.
Finding the Task
- Click Dashboard in the menu.
- Under Workflow filters, select the Workflow of the task you wish to view. The tasks in that Workflow are listed below.
- Simply click on the Task you want to open.
Note:
You can also use the Search Form to find the task you wish to view. To discover how to use the Search Form view our guide.
The Task Menu
Each Task page has its own menu down the left-hand side, under This case:
- Overview: the Task page itself, with the task's progress and its status form
- Timeline: what has happened on the task, in date order
- Notes: the notes logged against the task
- Documents: the Document Manager
- Email: compose an email from the task
- Reminders: create and view reminders
- Log: the Task Log
To move the task on, use the status buttons below the form. Show all users at the top of the page lists the people on the task.
The Document Manager
Click Documents in the menu to open the Document Manager. It stores all the files related to your Task, and you can upload new files and send them on from here.
Task Notes
Click Notes in the menu to see the notes logged against the Task, including calls and emails. Type in the box at the top and click Add note to add your own.
The Task Log
Click Log in the menu to open the Task Log. It details any events that have happened, relating to the task. These events include:
- Auditing activity
- Change in R. A. G. status
- Change in Task status
- Updated Case Owner’s
- Whether the Task has been put on hold
- User Auto Allocation
- Failed Scheduled Events
- Reminders
- Creating Child Tasks
- Auto User Creation
Note:
The menu, with the Document Manager, Notes and Task Log, will be on every Task page by default. Everything else displayed on your Task page can be created and customised by you when creating Workflows in the Workflow Builder.
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