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Task - Collect Information

The Collect Information task allows a case manager to request information from a team or individual. The user who picks up the task has a single field to enter their response and can include an attachment.

Collect Information

Task Summary

The task summary includes the following information:

  • The business key of the parent case
  • The business key of the current task
  • The case manager who created the task
  • The user or group the task has been assigned to
  • The case type
  • The date and time the task was created
  • The task completion SLA
  • The task description entered when the task was created

Task Actions

These fields allow the user to complete the task.

The Collect Information task includes a single text area field to enter a response and lets the user upload a single attachment.

Once the response has been submitted the task is complete. The response and attached file can be seen by the case manager.


This tab displays history notes added while working on the task. Notes are also passed back to, and visible in, the main case history, so have a public/private setting. Public notes will be visible to the person who raised the case.

Last modified on October 30, 2023

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