What You’ll Learn:
How to Create a Task
How to Assign a Task
How to set a Due Date for a Task
How to Associate a Task
How to Comment on a Task
How to Add Documents to a Task
Step 1: Create an Escalation Task
From the Case Overview tab click “New task”.
Click “Escalation”.
Select the escalation type from the “Type” dropdown menu.
Click “Create”
Step 2: Fill in the Case Information
Assign the Task by clicking “N/A” then search and select the user the Task should be assigned to.
Set the Due Date by clicking “Not Set” and using the calendar to choose a due date for the Task.
To associate the Task with a Policy, click “Select” and check the box next to the policy or policies you wish to associate the task with.
To edit the task description, click on the pencil icon and edit the information in the description box, then click “save”.
Step 3: Add a Comment and Upload Documents (if applicable)
At the bottom of the Task, click “Add a comment” and type the information you wish to convey.
Use the “@” symbol to tag a teammate in the comment.
Click the paperclip icon to add documents to the Task.
When the comments and documents are ready, click “Comment”.
Comments can be edited or deleted by the creator at any time. Click on the comment box then click the three dots in the top right corner. A menu will appear allowing you to edit or delete the comment.
Users can also copy the link to the comment if needed.
