Creating Custom Task Workflows

When a case manager creates your task, they will have the usual options (if enabled in the task configuration) to pass attachments, contact information and case details to the task user. See Case Tasks for a full description.

Task Interface

The initial task form created earlier in this guide has the following interface.

Many of these sections will need to be enabled in your task configuration and may also need the case manager to choose to enable them when they create the task.

Details

The first page displays information about the task and a read only view of the case details.

It also includes the fields added into the layout of the initial form.

History

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

This tab will display any attachments the case manager has chosen to pass to the task. Any files uploaded during the task are passed back to the parent case too.

Contact

A read-only view of the contact details of the person who raised the case.