9.4 Creating a Task

This lesson will show you how to create a task in AgileCase.

Fill in Task Details

Once you have chosen to create a task you will need to fill in the task details. First of all create a brief description, the note option can be used to flesh out the task in more details.

After this select which case the task is associated with and the date it is due before deciding which user is responsible for its completion. Once this is done, click "Save Changes" to create the new task.

View Task

You can now view your task on the case page under the "Tasks" tab. Overdue tasks will be displayed with a red button, whilst tasks still on schudule will show a green button.