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Task Summary

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The Task Summary opens when you click a task. It provides details about the task.

Key info

  • You can update information and mark a task as complete.
  • You can add notes to a task, assign the task, reassign the task, claim a task, choose a new due date, and more.
  • Edit features are based on the privileges assigned to you.

Good to know

  • If an eForm is associated with a task, a link appears in the information section.
  • Information section varies based on the task.
  • You can add notes to the task in Comments box in the Show Discussion section.

In this section

Open a task to see details

Complete a task

Reopen a completed task