If you have any open tasks, especially if they are already overdue, you probably want to complete or at least reschedule them.
Note: Click here, if you don’t know what tasks are, or here, if you don’t know how to find your open Tasks.
Here is how you work with an open task:
- Go to the task list or calendar and click on the specific task. The task overlay opens
- Alternatively, go to the case, scroll down to ‘Planned’ and click on the three dots to the right of the task you want to work with. An small menu will open, in which you can do the following:
- View activity: Click here to get a quick overview of what the task intends.
- Edit task: Click here to open the task overlay.
No matter if you came from the task list or the case, you will now see the task overlay, in which you can do the following:
- Edit task: Change type, date, next milestone, or who the task is for, and click ‘Save task’.
- Delete task: Click the button ‘Delete task’ and the task will be removed from task list, calendar and the case.
- Complete task: Click ‘Complete task’ in the top right corner. You will now be forwarded to a new overlay for completing this task. Depending on task type, now you can add your note, register a meeting, write an email, register a call, or prepare a letter. You can always plan a next step here. Once you click "Save" (or "Send" for emails), another overlay opens, allowing you to select a product and the appropriate milestone that you achieve with this task. The task you want to complete is already preselected. Click "Save" to finish. (For more details about activity creation and what to fill in in the various task type overlays, click here.)
Once you have completed the Task, you are forwarded to the Case view, where you can see under ‘History’ what you just have completed. If you also planned a next step, this will be shown under ‘Planned’.
Click here to see a video about how to complete a task