To add a task to an estate management case

The procedure to add a task to an estate management case is as follows:

1. Using the Advanced search spy-glass (), select Estate Management Case as the Search for and Search by category, and enter the Case reference 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 Estate Management 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 ad hoc task from the filtered list for inclusion in the estate management case i.e. one that can be progressed outside of the core workflow structure 2.
6. Click on Save. The new task is displayed in the Tasks summary table, and assigned a status consistent with the current progression stage of the overarching case.
7. Repeat steps 4 through 6 to add further ad hoc tasks to the estate management case 3.

Note

1 Additional search criteria may need to be employed (e.g. start date ranges, target inspection date ranges, company, status, inspection type) to ensure that the correct estate management 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 overarching estate management inspection type are available for selection.

3 Only task definitions ascribed with the Allow multiple instances attribute can be employed repeatedly within the same estate management case.

See related topics...

Estate management task administration overview

To create a new estate management task definition

To add a task to an estate management inspection type

Using the search facility