Create a Case from a Task

  1. Open the required task:

    Use the search function or select the task in the Recent section of the Navigator.

  2. Select the Overflow tab > Select Create Case.

  3. Select the type of case you want to create > Select OK.

    The incident report details are automatically added under the Contents tab for the case.

  4. Enter any mandatory attributes for the case.

  5. Select Save.

    To see a case that has been created from a source entity, select its Overflow tab > Select Go to case.