To view the event history of an ASB task

The procedure to view the event history of an ASB task is as follows:

1. Using the Advanced search spy-glass (), select ASB Task as the Search for and Search by category, and enter the Task 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 ASB Task Details window is displayed.
3. Click on Summary. The Summary tab is activated, revealing a list of all chronological events undertaken for the ASB task as a timeline.
4. Use the Expand Timeline () and Contract Timeline () icons to control the scale of the chart; use the Left () and Right () scrolling arrows to navigate between adjacent events along the timeline.
5. Alternatively, click on Switch View. All events on the timeline are displayed in the ASB Tasks Summary table 1. Certain fields are worthy of special note and are captured in the table below 2.
6. Click on Close.

Tip

1 By default, all events are displayed in chronological order (most recent at the top); to aid analysis, rows can be reordered by clicking on any of the available headings.

Note

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

2 To return to the default view, with all events displayed as a timeline, click on Switch View a second time.

See related topics...

ASB task progression management overview

To place an ASB task on hold

To reassign ownership of an ASB task

To insert a note against an ASB task

Using the search facility