Assigning tasks through Cases
Tasks can be created at any time through the Case allowing you to create reminders for yourself, or to assign tasks to others within the organization. The tasks will show up in the users' activity list, and also if you have the Outlook synchronization configured (see Chapter 4, Communication and Collaboration), then these will also show up within Outlook. These will also be associated with the Case, so you can always track the progress of these tasks from one single location.
In this recipe, we will show how you can create a new task from a case.
How to do it...
To create a new task from within the Case form, follow these steps:
Open up the Case that you want to create the task and from the General tab on the ribbon bar, click on the Activities button in the Related Info group. From the drop-down box, select the New task item:
This will open up a form for recording the new task. You can give the task a title by filling in the Purpose field, set the Start date and...