Phases and Tasks

Contains articles describing how to view the Phases and Tasks in a Workflow Case, create manual and automated Tasks, perform administrative actions for a Task, and filter Tasks in a Case.

5 Articles in this category

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Phases and Tasks Overview

This article provides an overview of a Workflow Case's Phases and Tasks section. It also provides the minimum rules and prerequisites that correspond to this feature.

Updated on : 18 Mar 2024

Phases and Tasks Section

This article describes how to view the Phases and Tasks in a Case. It also describes the types of Tasks that you can add to a Case and the various Task elements, including its assignee, dependency, and due date.

Updated on : 06 Nov 2024

Adding Tasks to a Case

This article describes how to add a manual and automated Task to a Workflow Case and configure a Task's Artifact Fields.

Updated on : 06 Nov 2024

Viewing and Filtering Tasks in a Case

This article describes how to view and filter Tasks in a Workflow Case's Phases and Tasks section.

Updated on : 06 Nov 2024

Task Administrative Options

This article describes the Task administrative options you can perform when the Phases and Tasks section of a Workflow Case is displayed in detail and list view.

Updated on : 06 Nov 2024