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Task - Response

The Response task allows a case manager to request that a team or individual makes a templated response to the person who raised the case.

Task Details Tab


Response 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.

Response Email

The "To" field is the email address of the person who raised the case. The "From" field is set in the system configuration. Any number of "Cc" and "Bcc" email addresses can also be added.

When the task is configured pre-written templates can be made available to the person completing the task. Selecting a response template populates the subject and body fields, which can then be edited if needed.

History Tab

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.

Attachments Tab

The attachments tab lists any files that have been added to the case. It also allows the task user to upload additional files.

Response Attachments

The "include" checkbox can be used to attach the file to the response email.

Last modified on January 19, 2024

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