Tasks include the following components:
- Global Information
- Details
- Reject Comments
- Parent Documents
- Attachments
- Notes
- References
- Workflow
- History
- eSignatures
- Tags
- Process Diagram
- Task Actions
Global Information
The Task global information is displayed while viewing any section of a task. You can edit values that are shown in blue text.
1. Click the blue text to open the content for editing.
2. Click the 
button to save.
Details
The Details section is the initial section that is displayed when clicking on a Task title. To update task information, open the section from the link or expanded folder.
View Details
1. In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the 
icon to open the Details section.
2. The free-form text space is available for edit.
Tip: Hover over an icon to view the function.
Edit Details
1. Enter (or update) task details in the text space. The section provides a full set of tools for formatting text, adding hyperlinks, and attaching a variety of file types.
2. Click Save ( 
).
Reject Comments
View Reject Comments
Use the Reject Comments section to furnish a reason for rejecting a task.
In the Expanded Treeview of the Browse Panel, click on the Reject Comments section title or icon, or from the Navigation Icons Panel select the 
icon to open the Reject Comments section.
Add Reject Comments
1. To add a reject comment, click the 
button on the section title bar. The Add Note window opens.
2. Add content to the text box and click Save.
Edit Reject Comments
To edit a reject comment, click the 
button.
Delete Reject Comments
To delete a reject comment, click the 
button.
View Documents Under Review
The documents under review section provides list of documents that are to be reviewed as it relates to the task.
In the Expanded Treeview of the Browse Panel, click on the Document Under Review section title or icon, or from the Navigation Icons Panel select the 
icon to open the Documents section.
Parent Documents
View Parent Documents
In the Expanded Treeview of the Browse Panel, click on the Parent Documents section title or icon, or from the Navigation Icons Panel select the 
icon to open the Documents section.
Filter Parent Documents
To filter documents, start typing in the filter box. As you type, attachment titles that match what you are typing will be displayed in bold.
Search Parent Documents
To search documents, start typing in the search box. Press enter or click the search button.
Attachments
View Attachments
In the Expanded Treeview of the Browse Panel, click on the Attachments section title or icon, or from the Navigation Icons Panel select the icon to open the Attachments section.
For information on document management in Arkcase, see Document Management.
Notes
View Notes
In the Expanded Treeview of the Browse Panel, click on the Notes section title or icon, or from the Navigation Icons Panel select the 
icon to open the Notes section.
Add Notes
1. To add a note, click the button on the section title bar. The Add Note window opens.
Note: Fields marked with red asterisk are required fields.
2. Complete your note and click Save.
Update Notes
To edit a note, click the button.
Delete Notes
To delete a note, click the button.
References
View References
The References section records information about the references associated with the task. It will show the reference number, titles and is available to create records of all other relevant information.
In the Expanded Treeview of the Browse Panel, click on the References section title or icon, or from the Navigation Icons Panel select the 
icon to open the References section.
Add References
1. To add a reference, click the button on the section title bar. The Add Reference window opens.
2. Search and select a reference.
3. Click add.
Delete References
To delete a reference, click the button.
Filter References
You can filter references based on reference number, title, type, assignee, date last modified, or status.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Workflow Overview
View Workflow Overview
The Workflow Overview section lists workflows associated with the task. It will show the workflow participant, role, and other related information.
In the Expanded Treeview of the Browse Panel, click on the Workflow Overview section title or icon, or from the Navigation Icons Panel select the 
icon to open the Workflow Overview section.
Filter Workflow Overview
You can filter workflows based on the participant, role, status, start date, or end date.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
History
View History
The History section records associated events that take place in relation to the task.
In the Expanded Treeview of the Browse Panel, click on the History section title or icon, or from the Navigation Icons Panel select the 
icon to open the History section.
eSignatures
View eSignatures
The eSignatures section records information, such as the date and person who signed the task.
In the Expanded Treeview of the Browse Panel, click on the eSignatures section title or icon, or from the Navigation Icons Panel select the 
icon to open the eSignatures section.
Filter eSignatures
You can filter eSignatures based on the Date and who the task is Signed by.
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Tags
View Tags
In the Expanded Treeview of the Browse Panel, click on the Tags section title or icon, or from the Navigation Icons Panel select the 
icon to open the Tags section.
Add Tags
1. To add a tag, click the button on the section title bar. The Tag window opens.
2. Complete the fields and select Add Tag when finished.
Delete Tags
To delete a tag, click the button.
Filter Tags
You can filter tags based on the tag, the date created, or the user who created it.
https://www.arkcase.com/wp-admin/admin.php?page=GOTMLS-settings
To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.
Process Diagram
View a Process Diagram
Click the 
button.
Task Actions
Sign a Task
Click the 
button to sign off on a Task.
Subscribe to a Task
Subscribe to a Task
Click the 
button to be notified of all events related the task. (Click Unsubscribeto cancel.)
Approve/Complete a Task
The business workflow automatically creates tasks for approvers of complaint and case-related action requests. These tasks include a copy of the request (document), for example, close complaint, change case status, approve form, approve time sheet or expense report.
You can approve a task or return it for rework.
Approve
Click the Approve button on the task summary panel.
- Updates task state to Closed
- Removes the task from the approver’s active task list
- Removes the task from the active, in progress list in the Tasks module
- If request is close complaint, changes complaint status to Closed, routes the complaint according to its disposition
- If request is change case status, changes case to the status indicated on the request form
- If request is approval of a report or other form-based document, changes status to Approved
Return the Request for Rework
Click the Send for Rework button on the task summary panel.
- Reassigns the task to the owner for rework and adds the task to the owner’s My Tasks list
- Removes the task from the approvers’ My Tasks list
- Creates a notification for the owner
Rework a Task
Rework Details
The Rework Details section describes the reason for the rework or the action needed for approval. The section makes available the functions in the Task Details section (above).
Reject Comments
Use the Reject Comments section to furnish explanation or justification for rejecting a task.
1. Click + to add in the section title bar to create a space for entry.
2. When finished, click outside the section.
Documents Under Review section
The Documents Under Review section appears in tasks created for approval requests. The section contains a copy of the request (document) submitted by the originator. The business workflow automatically adds the document when creating the task for the approver. Approval is part of the workflow for actions such as close complaint, change case status, review form-based documents, and sign off time sheets and expense reports. The review documents in this section are available for download, there is no edit capability.
1. To view a document, click the fileID or Title. The Do you want to open or save? message bar opens at the bottom of the screen.
2. Click Open or choose a Save option to copy it to one of your folders.
Delete a Task
Use Delete to permanently remove a task. Add comments to record the reason for deleting the task.
1. Open the Reject Comments section and click the + Add button to create a new record.
2. Enter a description in the Comment text field.
3. Click the Delete action button.
Claim a Task
In the Action Panel, click the 
button to self-assign the Task. (Click Unclaim to unassign.)
Close a Completed Task
When you have finished the task–action has been taken and documented as needed.
Click the Complete action button. The task status changes to Closed. No further action is available or necessary.