How to Add a Task to a Case - Appv5 Knowledge

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Tasks can be added to a case in OvationCXM to help track action items and ensure work is completed on time. The following steps walk through how to create a task, configure its details, and view or complete tasks from within a case.

Adding a Task via the Actions Button

1. Click the Case Actions button on the case in the top toolbar.
3. Click Add Task.
4. Enter a name for the task.
5. Enter a task description.
6. Click the Set due date for this task field if you want the task completed on a timeline.
7. Choose between Select duration or At Specific Time.
8. Set the duration or time using the dropdown.
9. Leave the task assigned to the case owner, or select Static to assign it to a team or specific person.
10. Choose the team from the dropdown.
11. Select a user if needed.
12. Click Create Task.

Viewing and Completing Open Tasks

To see open tasks on a case, click the tasks Block in the Case Details panel. This will display any outstanding tasks and allow you to complete them by clicking the Complete Task button.

You can also add a new task directly from this view by clicking Add Task.