Managing Tasks

Taking a Task

• Select Waiting tasks from the Main Menu
• You will be presented with a list of current tasks
• Each task has three status icons in the list: Waiting/InProgress, Flagged, and Is/Not Assigned.
• Each task links back to its parent Case; click the task title to review the Case, and Take any task that is relevant or assigned to you.
• These tasks should now be displayed under My Tasks

Waiting Tasks

My Tasks

• Your Tasks are listed here, ordered first by Flagged items, followed then by order of severity (Critical, High, Medium and Low)

• Use the Start option to begin working on a particular task

Start a Task

• Any work to do with the task should be documented using the Task Logs section
• If a Task requires action, Mark as Done once completed
• Close the Task once completed

Completing a Task