This guide outlines how to efficiently complete tasks assigned to your cases. Whether acknowledging messages or submitting the required information, tasks are easily managed through the Cases page. Utilize the Tasks filter to stay updated and promptly address all tasks assigned to you.
Tracking a Case's Tasks
Upon assignment, tasks become visible on the Cases page.
Timeline entries are created for pending tasks as well as for task submissions.
Responding to Tasks
Begin by selecting a case from the Cases page that has assigned tasks.
The case timeline highlights the total number of tasks. Click the down arrow to expand this section and see the detailed list of tasks.
Find the task you need to complete from the list and select View.
Input your responses in the provided fields for the task and submit.
