Conclude Task—Exercises.  

Required Data

Create Task

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

Windows:
Case

  1. Manually add a task for a case.

General exercise for Create Task 

Main Exercise

Purpose: The purpose of this lesson is to a handle task for a particular case.

Windows:
Case
Task

Accept Task

  1. Select the row with the task and right-click and click Accept Task. The Accept Task dialog box is opened.
  2. Enter Accepted, in the Contact Notes Message field.
  3. Click OK.

Dispatch Task

  1. Open the Case window and query for the case you created and click on the Task tab.
  2. Select the row with the task and right-click and click Dispatch Task. The Dispatch Task dialog box is opened.
  3. In the Organization field, use List to select the organization you defined and in the Queue field use List to select the queue you defined for that organization (a queue with yourself as an assignee).
  4. Enter Dispatched, in the Contact Notes Message field.
  5. Click OK.

Reject Task

  1. Select the row with the task, right-click and click Reject Task. The Reject Task dialog box is opened.
  2. Enter Rejected, in the Contact Notes Message field.
  3. Click OK.

Complete Task

  1. Select the row with the task and right-click and click Complete Task. The Complete Task dialog box is opened.
  2. Enter Completed, in the Contact Notes Message field.
  3. Click OK.

Reopen Task

  1. Select the row with the task and right-click and click Reopen Task. The Reopen Task dialog box is opened.
  2. Enter Reopened, in the Contact Notes Message field.
  3. Click OK.

View Task and Enter Task Information

  1. Select the row with the task, right-click and click View Task. The Task window is opened.
  2. Enter 25 in the Plan. Hours field and 20 in the Used Hours field.
  3. Enter This task is..., in the Comment field in the Task Comment tab.
  4. Save.

Close/Cancel Task

  1. Select the row with the task, right-click and click Close Task or Cancel Task. A dialog box is opened.
  2. Enter Closed or Canceled, in the Contact Notes Message field.
  3. Click OK.

Report Time on Task

  1. Select the row with the task, right-click and click Time Reporting. The value Task is automatically selected in the Item Type field.
  2. Enter 12 in the Hours field.
  3. If IFS/Project is installed in the database, select the project you created (P100) in the Project ID field.
  4. Click OK.