Tasks Section

This section shows the list of tasks created within the case. These tasks can be created by you as a case manager or by the members of the case based on their work. You can create tasks, assign them to co-workers and give due dates.

This section consists of:

Creating tasks by typing inline:

In the field, type the name of a task and hit Enter. This will instantly create a task and it will show in the task list. From the task list:
  • You can assign a co-worker to this newly created task
  • Give a due date to the task
  • View the task status
  • Task Associations:
    • Tags: Shows the hashtag keywords associated with the task
    • Dependency: Shows the task on which this task is dependent on
    • Subtask: Shows the number of subtasks created in the task
    • Parent Task: Shows the name of the parent task of the subtask
You can click on a task association to view its details.
  • You can drag and drop tasks using the arrow icon to organize your task list based on priority
  • Actions:
    • Follow/Unfollow: When you create a task, you become a follower to that task automatically. This helps you stay up-to-date on all task activities. To follow a task, you can select Follow from the Action drop down. In-case you don’t want to receive notifications of this task, select Unfollow from Actions.
    • Duplicate: You can create a copy of a task by selecting Duplicate. An identical task will get created with the same task details. This can be useful when you need to assign the same task to multiple case members.
    • Complete: You can complete a task from here.
    • Delete: You can remove a task by selecting Delete from here. The details of the deleted task will get logged in the Task Activity of that task.

Show Composer

On the click of Show Composer, a detailed task composer will open, for creating a task. You can define the following details to create a task, using the composer:
  • Task Name: Name of the task
  • Assignee: The co-worker to whom you want to assign the task to
  • Task Type: By default, a task is defined as Normal
  • Due On: Date by which the task should be completed
  • Task Description: This can include the goal of the task or instructions on how to work on the task
  • Task Tags: The hashtag keywords to be associated with the task, which can help categorize and search on the task later
  • Task References: Documents that a co-worker might require while working on the task

Task Filters

Following are the filters available at the top of the task list:
  • Filter By Member:
  1. To view the tasks allocated to a particular user.
  2. To view tasks of All members (default)
  • Filter By Status:
Statuses tell the current progress of your tasks and help you take immediate action to make sure that there are no delays in case completion. This filters the tasks based on the status set on them. Various status present in Corrus are,
  1. Ready: These are tasks which you can start working on immediately.
  2. In Progress: Tasks that are currently in progress
  3. Overdue: Tasks which have passed their due date
  4. Completed: Tasks that are completed by the user
  5. Not Ready: Tasks that are dependent on other tasks, and therefore can’t be started yet
You can click on a status to filter your tasks list on that status. For example, in the below image, the task list is filtered on tasks having the status – Ready
  • Filter By All Tasks:
You can apply filters on,
  1. All Tasks: All the tasks present in the case (default)
  2. Tasks assigned by Me: Tasks assigned by you to other case members
  3. Tasks assigned to Me: Tasks assigned to you
  4. Unassigned Tasks: Tasks which have not been assigned to anyone
  5. My Mentions: Tasks in which you have been mentioned in a comment in the Task Activity
  6. Tasks I Follow: Tasks that you follow
  • Sort By:
You can sort all the tasks present in your case in 3 ways-
  1. Priority: Based on the priority of tasks set by the last case member (default)
  2. Recently Modified: The most recently modified task at the top
  3. Due Date: The task with the nearest due date at the top

Creating tasks

You can create tasks in a case in the following ways –
  1. From the Overview section of the case:
Click on Case Actions and select Create Task.  2.  From the Tasks section of the case, in the tasks list: You can create tasks in 3 ways –
  • By typing in line
  • By clicking on Show Composer
  • By clicking on Edit, under Actions (corresponding to a task in the list)

Task mode

On creating a task, you can see the task interface where you can edit the task and add more details such as dependencies, references and more.

The task mode consists of:
  1. The top band, which gives a view of the task status, the task due date and the person to whom the task is assigned.
    • Task Name: Name of the task
    • Task Status: While working on a task you are assigned, you can set the status of your task to ready, not ready or in progress. This will help the case manager and other members know the current work progress of your work. You can also enter a custom status and click on the + icon to add it.
    • Due On: Date by which the task should be completed
    • Assignee: The co-worker to whom you want to assign the task to
    • Task Description: This includes the goal of the task or instructions on how to work on the task
    • Task Tags: Hashtags are labels to categorize your work. You can apply hashtags across cases and tasks.

      • You can look for tasks/cases by entering the hashtags in the search box at the top. All tasks and cases having that particular hashtag will appear in your search results.

  2. Task details:
  • Add form

    • A form helps you get data in a specific format. It helps to list out the requirements that need to be fulfilled by the task assignee to complete the task

    To create a response form, click on the Add Form icon.

    You can add any of the following elements to your form:

    • Text
    • Date
    • Document
    You can add form elements in the following manner. On assigning this task, your co-worker will see the form and can specify the details as required.
  • Add Meeting
    • Click on the Meeting icon, enter the meeting details, add attendees and hit Add, to create a meeting.

    Note: A meeting cannot be created outside of a task. All meetings in Corrus are linked to tasks. 

  • Add Dependency
    • You can create a simple workflow by setting dependencies between two tasks.

    You can add a dependency by specifying the task, from the drop-down, on which the current task is dependent on, and what should be the outcome/decision of the task.

    The task status is marked as Not Ready until the dependency is fulfilled. As soon as the dependent task is fulfilled, the task status will change to Ready, a notification will be sent to the task assignee and she can start working on the task.

  • Subtasks

    • If you want to break your task into sub parts and involve more people to work with you, try creating subtasks.

    In the tasks list, click the arrow icon of a parent task, to view its subtasks in the task list. You can create subtasks upto two levels

  • Task Decision

    • This is the decision that the task assignee must make when marking a task as complete.

    For example, if you want to get a Contract verified by the legal authority in your company, you can
    • Create a task in your case,
    • Assign it to the legal person
    • Create an outcome “Approved”, “Rejected”
    • These outcomes will be available to set dependencies are pre-conditions on.
    When the legal person is done reviewing the contract and clicks on “Complete”, he can select an outcome (deciding criteria) as “approved” if everything looks good to him or select “rejected” if the contract is not appropriate.
  • References

    • Documents that a co-worker might require while working on the task.

  • Task Deliverables

    • Files that can be submitted by the task assignee on completion of the task. On completion of the task, these files will added to the Case Data section.

  • Task Conversations

    • Here you can view the activities and discussions related to the task. While working on a task, you can comment or attach documents in the task activity feed. Also, you can mention a case member using “@”. A notification will be sent to the mentioned user.

Task Actions

  • Duplicate: You can create a copy of a task by selecting Duplicate task. An identical task will get created with the same task details. This can be useful when you need to assign the same task to multiple case members, so you can duplicate a task instead of creating a new one from scratch.
  • Complete via email: This gives you information on how you can complete your task via email.

For example, your task needs the outcome #approved for the task to be completed, you can simply write this outcome in the email body and send it to the task email id. This will automatically complete your task in Corrus.

  • Follow/Unfollow task: You can follow a task based on your interest or work to keep track of latest updates taking place in that task. If you comment on a task or respond to a ‘Request Task Update’, you will start following the task automatically.

When you create a task, you become a follower of that task automatically. This helps you stay up-to-date on all task activities.

To follow a task, you can select Follow task from the Task Actions drop down. In-case you don’t want to receive notifications of this task, select Unfollow task from Task Actions.

  • Request Update: You can request for a status update on a task by clicking on Request Update. A notification will be sent to the task assignee requesting for a status update.
  • Delete task: You can use this option to delete a task from your case

Complete task

Once you have finished the task, just click on Complete task. In case any outcomes are to be selected for the task to be completed, they will appear when you hit Complete task. Select an outcome to mark your task as complete. The person who assigned you the task will get notified that the task has been completed.