Creating Custom Tasks

Now that you have your task form you need to make the task available to your case type.

1. In the Configuration Manager, find the case you'd like to add the task to
2. Open the "Tasks" configuration
3. Choose "Add existing task"
4. Pick "multipurpose" from the drop-down and "add selected task to case type"
5. Enter a meaningful task name that will be visible in Case Management
6. Choose the SLA and assignment options
7. All tasks start the "cmmultipurposev1" workflow and use the "CASEMANAGEMENTMULTIPURPOSEENQUIRYVIEW" form for their read-only modes so these options are prefilled
8. Check your options and submit
9. Enter the name of your task form (created above) on the final page