How to Change an Activity Type on a Task on Case Card

To change an Activity Type on an existing Task on the Case Card, head over to the Activities-view.

Click on Details.

The following dialog will appear.

Click on the drop-down dialog.

Select an Activity Type you want from the list.

Click the Close button and you are done.

Notes:

1. Ensure that you are either a Case Manager, a Client Manager, or a User with 'Assistant'-role 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.