Case-task

Case and Tasks

• Differ from service record that starts with a contact, case and tasks starts by creating a case.
• For example, a “website update” is a case. In the case, there can be some predefined tasks such as:
  • Task 1: Decide on what to update
  • Task 2: Prepare write-ups
  • Task 3: Prepare graphics
  • Task 4: Uploads and updates
  • Task 5: Check and amend
  • Task 6: Go live

Assign member to the case, the member must login to accept the assignment.

• You can assign multiple employees to handle a case. Each member of the case has an acceptance date.
• By tracking the acceptance case, we will understand each task took how long and the outcome can be measure. This is important to understand employee’s key performance and provide a written document to further push the group performance.
• Track case open and close date can help the supervisor understand each case period and eventually keep the case within budget and deliver superior quality.

Creating New Case

Assign Member to the Case

Create Procedure Template

Procedure Chosen for the Case

Create New Task

Attach Tasks to Case

Case Status

Case Task Widget for Dashboard

Dashboard Display of Case Task Widget