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Tasks can be automatically added to a case through a workflow and can also be manually added from the Action Center. For example, an employee termination workflow might comprise multiple tasks to complete the work: terminate employee benefits, close the employee out of the payroll system, schedule an exit interview, and so on. These tasks would be automated through a workflow. You can also add a task to a case manually through the Action Center.

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  1. From an open task, in Assigned To, select a user.
  2. In Comments, add a comment to let the newly assigned user understand what they need to do to complete the task.
    1. Click Click (Add).
      The Comments box opens, ready for you to type.
    2. When you are done, click click againagain.
      The Comment is added.
  3. Click Apply.
    The task is now assigned to the new user.

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  1. From an open task, add a comment:
    1. Click.
    2. Enter your comments about completing the task.
    3. Click Click againagain.
      The comment is added.
  2. In the Action Center, under Workflow, click Complete Task.

The form closes. In the Action Center, the number of active tasks counter is updated, showing one less active task. The badge counter also has an asterisk beside the count, indicating there are archived tasks.


Reactivating a Task

You can reactivate a task after it has been archived. 

To reactivate a task:

  1. From the Tasks list, click More.
    The Standard Filters dialog opens.
  2. For Show, click Archived and then click Search.
    The archived tasks are displayed with italics and bold. 
  3. Locate the targeted task and click or Image Modified(Jump) or Edit.
    The Task form opens.
  4. In the Action Center, under Workflow, click Reactivate.
    The task is now reactivated.