To add a task to a generic case

The procedure to add a task to a generic case is as follows:

1. Using the Advanced search spy-glass (), select Generic Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Generic Case Details window is displayed.
3. Click on Tasks. The Tasks tab is activated.
4. Click on New Task. The New Task window is displayed.
5. Using the Task drop-down field, select an appropriate ad hoc task from the filtered list for inclusion in the generic case i.e. one that can be progressed outside of the core workflow structure 2.
6. Click on Save. The new task is displayed in the Tasks summary table, and assigned a status consistent with the current progression stage of the overarching case.
7. Repeat steps 4 through 6 to add further ad hoc tasks to the generic case 3.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, company, status, category) to ensure that the correct generic case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 Only those tasks included within the definition of the overarching case classification type are available for selection.

3 Only task definitions ascribed with the Allow multiple instances attribute can be employed repeatedly within the same generic case.

See related topics...

Generic task management overview

To create a new generic task definition

Using the search facility