To view a feedback task summary

The procedure to view a feedback task summary is as follows:

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.
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.
Click on Tasks. The Tasks tab is activated, revealing all tasks linked to the current and previous feedback stages as a series of cards, subdivided by progression status: Pending, Open, Complete and On Hold.
Highlight the specific card matching the existing task to be reviewed.
Click on Task Summary. The Feedback Task Summary window is displayed, revealing further details of the task. Certain fields are worthy of special note and are captured in the table below.
Click on Close.

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.

Field	Description
Task Reference	The unique internal reference number for the feedback task.
Case Reference	The unique internal reference number assigned to the parent case.
Name	The name of the feedback task to be conducted.
Planned start date	The anticipated start date for the feedback task.
Actual start date	The actual date on which the feedback task was formally started.
Target date	The SLA target completion date for the feedback task, derived from the component definition.
End date	The date on which the feedback task was completed.
Status	The current progression status for the feedback task i.e. Pending, Open, Completed, On Hold.
Owner	The allocated owner of the feedback task, specifically any combination of individual end user accounts and role memberships.
Created by	The name of the end user who created the feedback task.
Date created	The date and time stamp recorded for the feedback task at the point of creation.

See related topics...

Feedback task management overview

To add a task to a feedback case

To view the SLA compliance status for feedback tasks

Using the search facility