Task Left-Hand Menu Tools
On the 'All Tasks' screen, there are various options available in the left-hand menu that can be used to update tasks.
A similar left-hand menu is available in the 'Tasks' tab of a case. [FC1]
The table below outlines the options available:
Option | Description |
Remove tasks from the system. | |
Extend task deadlines by a set amount of time. E.g., add 2 months to the due date. | |
Update a task due date to a specific date. | |
Update the ‘Type’ dropdown on a task. | |
Update the ‘Importance’ of the task. | |
Change the user responsible for the task. | |
Duplicate tasks from one case to other cases within the same Family. | |
Download case family information reports from Equinox. |
Note:
- Some of the options may not be visible if you do not have permission to update tasks.
- The left-hand menu options cannot be used to update Fatal Tasks from the All Tasks screen. They need to be updated from the tasks tab of a case.