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Case Tasks

Case Tasks Page

The tasks section of a case displays a list of all the current tasks.

Task Overview

As tasks are created they are numbered sequentially. each shows:

  • The task description, which can be set by the case manager when they create a task, or use the default set in the configuration for this case type
  • A task's status, which will either be "new", "cancelled" or "closed", depending on the state of the workflow started by the task
  • The target SLA of the task, which is either the default set in the case configuration, or may be set by the case manager when creating the task
  • A "View" link to display a summary of the task as it currently stands - this view will depend on the type of task being performed
  • You may also get the option to cancel or reassign a task, depending on how it has been configured

A case cannot usually be closed while there are outstanding tasks. This can be overridden using the closeCase API.

Last modified on 28 April 2026