Connect - Managing Tasks

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You can create tasks individually or as part of a case or meeting. We'll call these individual tasks, case tasks and meeting tasks.

The diagram below shows the action buttons available within a task. View Meeting is only available in meeting tasks:

To view all open tasks assigned to you:

1. Go to My Tasks under the Scheduling menu. 
   
   
2. Toggle Include Team or Include Archive to see additional tasks. 
   
   
3. Sort columns using the arrow icon.
   
   
4. Hover over any column header to view the current sorting criteria:
   
   
   
   

General Task Management

For all task types:

1. To go into a Task, click the view icon next to it:
   
   
   
   
2. Make any changes and click Save.
   
   
3. To pause the SLA on a task:
   
1. Click Hold Task.
   
2. This button changes to Resume Task when the task is on hold.
   
3. Click it again to resume the SLA countdown.
   
   
4. Click Cancel Task to mark a task as Cancelled and archive it:
   

1. View the history of changes on the Change History tab:
   
   
   
   

Individual Tasks

Create individual tasks when you don't need further client involvement. For example, you might set up a task on your mobile device as a reminder to create a job in CPL once you're back in the office.

1. Individual tasks can only be viewed under My Tasks.
   
   
2. Add individual tasks as needed.
   
   

Case Tasks

Create tasks within a case if you need to add comments or group multiple tasks together.

When a case is created, a default task is automatically added to the case. This task shares the same SLA and is assigned to the same user as the case. You can add additional case tasks if needed.

To view or manage case tasks:

1. Go into the relevant case.
   
   
2. Go to the Tasks tab.
   
   
3. Click the View icon next to a task.
   
   
4. To add new case tasks, go to the Details tab and click Create New Task::
   
   
   
   

The Hold Task and Cancel Task options on the Details tab affect only the default task, not any manually added tasks.

When a case is closed, any tasks linked to it will automatically be marked as Closed.

Meeting Tasks

Create tasks within a meeting if they come up during discussions. You can add comments directly in the meeting.

To view or manage meeting tasks:

1. Go into the relevant meeting. 
   
   
2. Go to the Tasks tab.
   
   
3. Click the View icon next to a task.
   
   
4. To view more tasks, toggle Include Team or Include Archive.
   
   
5. To add new meeting tasks, go to the Details tab and click Create New Task:
   
   

1. When working in a task, click View Meeting to return to the meeting details:
   
   
   

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