To add a task to a housing options case

The procedure to add a task to a housing options case is as follows:

1. Using the Advanced search spy-glass (), select Housing Options 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 Housing Options Case Details window is displayed.
3. Click on Tasks. The Tasks tab is activated.
4. Click on New Task. The New Task window is displayed.
5. Using the Task drop-down field, select an appropriate task from the filtered list for inclusion in the housing options case 2.
6. Click on Save. The new task is displayed in the Tasks status view as a discrete card, summarising the activity.
7. Repeat steps 4 through 6 to add further tasks to the housing options case 3.

Note

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

2 Only those tasks included within the definition of the associated housing option workflow are available for selection.

3 A task can only be added once to an individual housing options case; where more than one instance of a task is required, a clone of the original task definition must first be created and linked separately.

See related topics...

Housing options task management overview

To add a task to a housing option workflow

To create a new housing options task definition

Using the search facility