Create a Case Task

Overview

Case Tasks are created for every contact in the tracing process as well as initially for the reported person. Case Tasks are where the work on a case primarily takes place, and they include scripts that guide you when talking to the affected individual.

1. Follow the View Cases Assigned to Me guide to navigate to your assigned cases, and select the case record to update.
   
   
   
   
2. Scroll down, and click on the Case Tasks tab.
   
   
   
   
   
3. Click New.
   
   
   
   
   
4. If you are creating a case task for the reported person, scroll down to 

Create a Case Task for the Reported Person

1. Navigate to the case record to be updated.
2. Scroll down and click on t

Create a Case Task for an Exposed Contact

Revision History