## What's in this article?

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

01. Click the **Case** **Actions** button on the case in the top toolbar.  
   1.   
02. Click **Add Task**.  
03. Enter a name for the task.  
04. Enter a task description.  
05. Click the **Set due date for this task** field if you want the task completed on a timeline.  
06. Choose between **Select duration** or **At Specific Time**.  
07. Set the duration or time using the dropdown.  
08. Leave the task assigned to the case owner, or select **Static** to assign it to a team or specific person.  
09. Choose the team from the dropdown.  
10. Select a user if needed.  
11. 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**.
