Respond to a Task

Once you are assigned a task, you can work on the task, reply to the task, forward the task, or complete the task.

Assign a Task

The Assign Task dialog box, is comprised of the following sections:

  • Task Info - Allows you to set the task due date, select a task action and priority. The Priority field defaults to Medium.
  • Assigned To - Allows you to select the person or role you would like the task assigned to.
  • Related To - Allows you to select a claim to associate with the task.
  • Claims - Allows you to select a claim to associate with the task.
  • Note - Allows you to add a note (up to 500 characters).

Reply to a Task

Reply to a task when you need to assign it back to the person who last assigned it to you. Click Reply above the Task Details pane to reply to a task. The Assign To option automatically sets to reply to the name of the person who last assigned the task. Add information to the Note field, if needed, then click OK.

Forward a Task

Forward a task when you need to assign it to someone else for further handling. Click Forward above the Task Details pane to forward a task. Choose the person who needs to handle the task next. This can be a role, staff member, the person who last assigned the task, or the person who created the task. Add information in the Note field if needed, then click OK.

Complete a Task

Complete a task when the task is finished and you need to assign it to the person who originally created it for verification. Complete a task by double-clicking on the task item to open the Edit Task dialog box and clicking Complete. The Assign To field is automatically set to the person who created the task. A note is automatically generated, indicating the task has been completed. The person who created the task then sees it in their tasks list and must select it, then click the Complete button to be mark it complete in the system.

You can also complete a task by double-clicking on the task item to open the Edit Task dialog box and clicking Complete.

Click Complete above the Task Details pane to complete a task.

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