Add a Task to a Case

  1. Open the required case.

  2. Select the Contents tab.

  3. Use any of these methods to create a task:

    • Select the New icon.

    • Select the Options icon > Select New.

    • Right-click in the Contents area > Select New.

  4. Select the type of task you want to create > Select OK.

  5. Enter the required details for the task.

    See Creating a Task.

  6. Select Save.