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Quick Tasks

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A quick task represents a one-time action related to a case but not related to a workflow. Case workers can create quick tasks for a case type to help them stay organized and complete unexpected or one-time tasks. For example, suppose a case worker recognizes that a follow-up call to a customer is necessary. The case worker creates a quick task to document this need. The case worker can then assign the quick task to another case worker and set a deadline for completion. Quick tasks appear in the Checklist Task List widget. A case worker can create a quick task by simply entering its name. Once the task is created, the case worker can add a description, assign the task, and set a deadline for completion. A quick task is marked as closed by clicking it once in the Checklist Task List widget. Źródło