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 surfaces 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. Switch to the Tasks tab.
3. Enter a Task name.
4. Optionally set a Due date (date and time).
5. Under Assign to, choose a User or a Team, then search for and select the assignee.
6. Optionally set Permissions (Sharing permissions) to control who can view or edit the task.
7. Click Create.

Where the task appears

A task created in a case shows up in more than one place:

• In the Tasks menu (the global Tasks module).
• On the assignee's homepage.
• In the task table, with a Linked To column that references the case it belongs to.

Notes

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