See a Summary of Tasks Assigned to Cases

  1. Select Tasks > Summary.

  2. Select the Cases tab.

  3. Use the filters provided to narrow the task data in the Results area.

    • Case Type – Select the type of case for the tasks you want to see.

    • Task Status – Select the task status.

    • Priority – Select the task priority.

      If you have the required permission, you can manage the priority of tasks.

      See the Admin section for more details.

    • Task Type – Select the type of task you want to see.

    • Completion date – Use the Calendar icons or enter dates in the fields provided to specify an expected completion date range for the tasks.

    • Unspecified dates – Select one of these options:

      • Include to see all tasks (regardless of whether they have a specified completion date).

      • Exclude to exclude tasks without a specified completion date.

      • Show Only to only see tasks that don't have a specified completion date.

    • Business unit

    • Business region

  4. Select Apply Filter to apply the filters you have selected.

    Select Reset All to reset the filters.

  5. Select Completion date to sort the tasks according to when they were completed.

  6. Select a task in the Results area to see more details about it in the Additional Details pane.

    If you don't have permission to access the task, no task details will display in the Additional Details area.

  7. Select Export to export the filtered data to a spreadsheet:

    1. Specify where you want to save the file.

    2. Enter a name for the file.

    3. Select Save.