View and manage an individual case task.
View and edit information about a case task by clicking the task name on a case's
Tasks tab: Workflow and Automation → Case Management → case name → Tasks tab → task name
The following table outlines the actions available for task details.
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Action
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Description
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Edit task fields
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Click the task name to update the task. The following fields are available:
Every change to a task field automatically sends an email notification to the following
recipients. Users do not need to opt in for each update.
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View activity
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Go to the Activity tab to see all notes associated with the task. Notes include both user-created entries
and system-generated field-change snapshots that record when task fields are updated.
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Add a note
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On the Activity tab, use the composer on the right to add a new note. Notes can include text, comments,
and file attachments.
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Edit or delete a note
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On the Activity tab, click the three-dot menu on an individual note to edit or delete it.
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Filter notes by type
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Use the tabs to filter the notes list:
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Delete notes in bulk
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On the Comments or Attachments tab, select multiple notes and click Delete to remove them.
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Download attachments
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On the Attachments tab, select one or more notes and click Download to download the associated files. To add an attachment, add it as part of a note
on the Activity tab.
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to change the name.