Creating a Task
Access the Task Revisions form.
- Case Number
Enter the case number. The Problem, Customer, and Call From field values appear by default from the case.
- Description
Enter a value from UDC 17/TN to specify the task.
- Provider Group
Enter the provider group number to assign the task to a provider group.
- Assignee
Enter the Address Book number to assign the task to an assignee.
If you click the visual assist, the Distribution List form appears, and you can select a distribution list; you cannot search for individual Address Book records.