To view the tasks within a home buy case

Parent Previous Next

The procedure to view the tasks within a home buy case is as follows:

  1. Using the Advanced search spy-glass (), select Home Buy 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 Home Buy Case Details window is displayed.
  3. Click on Tasks. The Tasks tab is activated, revealing all tasks linked to the current and previous home buy stages as a series of cards, subdivided by progression status: Pending, Open, Complete and On Hold.
  4. Click on an individual task card to reveal further information: Assigned to, Planned start date, Actual start date, Completion date.
  5. Alternatively, click on Switch View. Two alternative options are displayed: Grid View and SLA View.
  6. Click on Grid View 2. All tasks assigned to the current and previous home buy stages are displayed in the Tasks summary table 1. Certain fields are worthy of special note and are captured in the table below 3.
  7. Click on Close.


Tip

1 By default, all home buy tasks are sorted numerically by reference; 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, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 To return to the default view, with all tasks subdivided by status, click on Switch View a second time and select Status View.

3 Use the summary table Menu option to hide or reveal additional columns of information.


Field

Description

Task Reference

The unique internal reference number for the home buy task.

Description

An explanation of the home buy task to be conducted.

Owner

The allocated owner of each home buy task, specifically an individual end user account.

Planned Start Date

The anticipated start date for the home buy task.

Actual Start Date

The actual date on which the home buy task was formally started.

Target Date

The SLA target completion date for the home buy task, derived from the component definition.

Completion Date

The date on which the home buy task was completed, as appropriate.

Status

The current progression status for the home buy task i.e. Pending, Open, Complete, Cancelled, On Hold.

SLA

A colour code indicator to summarise the status of each home buy task relative to the target date (Green - Amber - Red). Green = The task is on track; Amber = The warning days limit set for the task has now been reached; Red = The target date set for the task has expired.


See related topics...

Home buy task management overview

To add a task to a home buy case

Using the search facility