Case Tasks Introduction
Tasks are separate jobs initiated by a case manager and assigned to another team or individual, or to the case manager themselves to record their own work. They are a formal piece of work that needs to be completed and recorded as part of resolving the case.
Setup
The tasks tab only appears if the case has tasks set up in its Tasks configuration. If a case type doesn't have any tasks defined for it, the tab for the page is hidden.
When you configure your case type, you decide which of the standard tasks (or your own custom ones) will be available to use. These tasks will then appear in the list of tasks to choose from when you press the "Add new task" button.
The following pages cover the steps used to start and assign a task, and any standard task behaviour.
Some of the standard tasks we have created are documented in the Plugins section, and there's information about creating your own tasks in the Creating Custom Tasks article.
