Tasks inside a case

Tasks let you assign and track the actions needed to resolve a case. A task created inside a case is linked to that case and also appears in the standard Tasks areas of SwiftFox.

Add a task to a case

1. Open the case to show the case drawer — click the case row in Case Management, or open it from a profile's Cases tab.
2. Go to the Tasks tab.
   • If the case has no tasks yet, the Create a task form opens straight away.
   • If the case already has tasks, they are listed. Click Add task to open the form.
3. Enter the task in the Task name box (Describe the task).
4. Optionally set a Due date — a date and a time.
5. Under Assign to, choose User or Team, then search for and select the assignee.
6. Under Permissions (Control who can view or edit this task.), click Sharing permissions if the task should be restricted, set who can access it, and click Apply.
7. Click Create.

Tasks do not take the case's permissions. A new task starts visible to everyone, even when the case itself is restricted. If the case is sensitive, restrict each task with Sharing permissions before you create it.

Reviewing a case's tasks

Each task on the Tasks tab shows its details: when and by whom it was created, its visibility (Task visibility set to), the task itself, the due date and time, and who it is assigned to, with a control to mark it as done.

The Tasks icon at the right of a case row shows how many tasks the case has; clicking it opens the case on the Tasks tab.

Where else the task appears

• In the Tasks menu (the global Tasks feature).
• On the assignee's Home page.
• In the tasks table, where the Linked to column shows the case the task belongs to. See The tasks table (Document ID: 139).

Notes

• The Linked to column is how you trace a task back to its case from the global Tasks view.
• Tasks can be assigned to a SwiftFox user or a team — contacts cannot be assigned.