ArkCase – Create a New Task

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Welcome back to ArkCase. Today we’re going to go through creating a new task, a new task and ultimately appended to a case or a complaint or any other object in the system.

Today we’re going to create a task that is an ad hoc task it doesn’t have to be attached to any specific case or complaint. Go up to new global your top left quadrant and click on task, you click on task you’ll see a very very similar look and feel to a Microsoft Outlook task.

As you can see here you have some of the information already populated who it’s assigned to, if you want to change you that’s assigned to just click on that field and do a quick search. Today we’re going to assign it to Sally, so we’ll grab Sally and add her. You also have the ability to associate this specific task to a complaint or case like I said earlier you can pick whether it’s a case or complaint and then you can enter in once you selected that parent type the actual case or complaint number,

In this situation we’re going to go ahead and just add an actual task that is is ad hoc so it’s not attached to any object. So, we’re going to go ahead and say please find the documents needed for this specific request will say the start dates today and we need her to complete this by tomorrow.

You also can put in percent complete right now at zero, we also can then add notes and say please make this a priority. Once you’ve completed all the information you can hit the save. At this point we’re saving a task and it now dropped us right into the task module with that specific task selective, with that specific task selected.

As you can see here the information says please find the document needed for this request so that’s the title of what we entered and then some of the other metadata that was entered this task now can be worked and ultimately things can be done for this, so if there’s documenting to be found you can go to the attachments you can ultimately a detachment, add documents whatever they may be to this individual task and then you ultimately can save or complete this individual task.