To add a task to a feedback case

The procedure to add a task to a feedback case is as follows:

1. Using the Advanced search spy-glass (), select Feedback Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Feedback Case Details window is displayed.
3. Click on Tasks. The Tasks tab is activated.
4. Click on New Task 2. The New Feedback Task window is displayed.
5. Using the Task drop-down field, select an appropriate task from the filtered list for inclusion in the feedback case at the current progression stage 3.
6. Click on Save. The new task is displayed in the Tasks summary view.
7. Repeat steps 4 through 6 to add further tasks to the feedback case 4.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, business area, stage, company, status) to ensure that the correct feedback case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 This option applies to the current feedback stage only.

3 Only those tasks included within the definition of the current feedback stage type are available for selection.

4 A task can only be added once to an individual feedback case from within the active progression stage; where more than one instance of a task is required, a clone of the original definition must first be created and linked separately.

See related topics...

Feedback task management overview

To create a new feedback task definition

Using the search facility