Navigate to the case via Task Tracker or Case Tracker via the left hand side menu.
Add a task on a case
1. Select the Case (via Task Tracker or Case Tracker) and click to open.
2. Go to Case Management > Tasks> Add Task
3. A New Task will open where you can choose a template for the Task, assign the task and add a due date for completion.
4. Add any additional notes and upload Reference files, then Submit Request.
Update/ Change a task on a case
1. Open Case Tracker and select the Case and click to open.
OR
2. Open Task Tracker and search for task, for example on Activity assignee or Due date. Click the edit pencil tool to open.
3. Go to Case Management > Tasks
4. Expand the view of the Task using the arrow on the right of the Task
5. Update the required information.
Remove/ Withdraw a task on a case
1. Open Case Tracker and select the Case and click to open.
OR
2. Open Task Tracker and search for task, for example on Activity assignee or Due date. Cllick the edit pencil tool to open.
3. Go to Case Management > Tasks
4. Expand the view of the Task using the arrow on the right of the Task
5. Select WITHDRAW at the bottom of the Task detail.
6. A pop up warning will display, select YES to complete.