Task fields are used to record information about the task.
All the fields available when creating the task will be visible once the task has been added to a case.
The table below outlines the default information that is displayed after a task has been created.
Task Field | Description |
Task Type | This field enables users to categorize tasks e.g. Renewal or Office Action. This is useful when filtering for particular deadlines and or building task reports. It is possible to customize the Task Types list. Please contact our support team for more information. |
Task Name | This field allows users to record a description of the purpose of the task. |
Responsible | This field is used to assign the task to a user within the system who is responsible for completing the task. Users can receive notifications or emails about their tasks. Please see the section on Task User Preferences for more information on setting this up. |
Due Date | This is the date when the task should be completed. |
Importance | This allows users to specify how vital the task is. There are three levels of task importance: Fatal –Commonly used for deadlines eg. Renewal deadlines. Standard – An anticipated completion date but not a final deadline. Backstop – A general reminder. |
Status | Used to indicate the progression of a task from creation to completion. The default status options are:
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Formally Extended | Generally used to indicate if an external source has agreed that a task deadline has been extended. |
Select whether an email reminder will be sent to users 5 working days before the task is due. Note: The email will only be sent if users have enabled email reminders in their task User Preferences. | |
Task closed on | This field is only visible if the task is marked as ‘Done’. |
Notes | Record additional information about the task. |