CREATE NEW TASK
You can make a report to a task by clicking on the reports three-point menu.
- Choose task status
- Assign user if needed, you can still create the task without assigning a user.
- Click send to save changes
HANDLE TASKS
You can change task status and task assignees in existing tasks by entering "tasks" in the Case menu.
Under the tasks tab you will find all reports that are in the task list. Here you can easily change the current action status.
Assign task to a user:
- Enter the menu tab "tasks"
- Select the task you want to process
- Click "assign users"
- Select user and click the button where it says "Unassigned", it automatically changes to "Assigned"
- Click send to save
Select the status of a task:
- Enter the menu tab "tasks"
- Select the action you want to process
- Click on task status as shown above
- Select the type of task status you want to use
- Click send to save
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