To apply a task action within an estate management case

The procedure to apply a task action within an estate management case is as follows:

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.
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.
Click on Tasks. The Tasks tab is activated, revealing all ad hoc tasks assigned to the estate management case, together with those included in the underlying workflow structure, as displayed in the Tasks summary table.
Highlight the specific row matching the task to be progressed.
Click on Task Actions. The Task Actions window is displayed.
Using the Select action drop-down field, select the desired progression stage for the estate management task 2. Each progression stage option is summarised in the table below.

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 System validation rules ensure that only those options appropriate to the current progression stage of the estate management task are available for selection.

Action	Description	Next Step
Bypass Task	Any optional task contained within the overall workflow structure - one that is not flagged as mandatory - can be skipped, at the end user's discretion.	This requisite step is covered separately in the topic To bypass an estate management task.
Complete Task	Once all relevant activities associated with an estate management task have been progressed to a satisfactory conclusion, the task may be formally completed by the end user.	This requisite step is covered separately in the topic To complete an estate management task.
Cancel Task	Applied in the instance where the task is no longer valid e.g. a duplicate task was launched in error. End user notifications will occur in the instance where associated tasks further down the hierarchical structure will also be cancelled as a result.	This requisite step is covered separately in the topic To cancel an estate management task.
Undo Task	Where a completed estate management task needs to be repeated afresh, and all inherent activities reset, the task may be reactivated manually.	This requisite step is covered separately in the topic To undo an estate management task.
Hold Task	Applied in the instance where a 'live' estate management task is to be placed on hold.	This requisite step is covered separately in the topic To place an estate management task on hold.
Release Task	Applied in the instance where an estate management task currently on hold is to be returned to 'live' status.	This requisite step is covered separately in the topic To release an estate management task currently on hold.
Reassign Task	To transfer ownership of an active task from one officer to another.	This requisite step is covered separately in the topic To reassign ownership of an estate management task.
Take Ownership	Where automatic ownership of an estate management task has defaulted to a specific role, any assigned member can assume responsibility for its onward progression.	This requisite step is covered separately in the topic To take ownership of an estate management task.
Revise Target Date	To adjust the projected completion date of the estate management task, as derived from the SLA mapped to the underlying definition. Only task definitions configured with the 'revision allowed' attribute will permit this action.	This requisite step is covered separately in the topic To revise the SLA target date for an estate management task.

See related topics...

Estate management task progression activity overview

To bypass an estate management task

To complete an estate management task

To cancel an estate management task

To undo an estate management task

To place an estate management task on hold

To release an estate management task currently on hold

To reassign ownership of an estate management task

To take ownership of an estate management task

To revise the SLA target date for an estate management task

Using the search facility