To view the tasks within a housing options case

The procedure to view the tasks within a housing options case is as follows:

1. Using the Advanced search spy-glass (), select Housing Options 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 Housing Options Case Details window is displayed.
3. Click on Tasks. The Tasks tab is activated, revealing all tasks linked to the housing options case 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 assigned tasks 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 housing options 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, company, status) to ensure that the correct housing options 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.

See related topics...

Housing options task management overview

To add a task to a housing options case

Using the search facility