How to Add a Task on Case Card

To add a new Task on the Case Card, head over to the Activities-view, and click the Add Task... button.

The following dialog will appear.

Fill in the necessary information as follows:

1. Description

This field is mandatory.

Here is where you can enter the description for the new Task.

2. Start Date (Optional)

Here is where you can specify a start date and time for the new Task.

3. Due Date

This field is mandatory.

Here is where you can specify a due date and time for the new Task.

4. Time reported on this Activity is Billable by default

Deselect this option is the new Task is not billable by default.

5. Activity Type

Here is where you can an Activity Type for the new Task.

Please note that if an Activity Type is not configured in the Control Panel to be available as a Task, it will not be displayed in this field.

To learn more about editing an Activity Type in the Control Panel, click here.

6. Responsible Person

Here is where you can specify a Responsible Person for the new Task, and the options are as follows:

• The Client(s)
• The Case Manager(s)
• The Case Participant(s)
• The Case Opponent(s)

After filling in the information, click the Create Activity button and you are done.

Notes:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.

2. The User assigned to the Task can make changes and mark it as completed, but unable to delete it.