Sandbox Exercise - Create a Task from the Client

For this exercise, we will create a task from the client.

Be sure to take the Essentials course which includes a lesson on Tasks before walking through the following exercise.

This exercise is for training purposes, and is intended for use in your sandbox environment.

Retrieve a client.

For help on searching for a client file, see Client Search.
Select a policy tab, then click the Tasks tab.

You will see a list of all tasks associated with this policy.
Click the New Task button.

The Create new Task dialog opens.

The Use Template field can be used to quickly create tasks. We will manually create a task for this example.
Optional: Select a Category to describe the type of action to be taken.
In the Title field enter a brief description of the action to be taken.
Add a Due Date of tomorrow.
Expand More Options.
Click the In Process status.

This shows that you have begun working on the task.
In the Description field enter a summary about what steps you will take to complete the Task.
When you are finished, click Save.

The task is saved to the policy, and can be viewed in Task Center.

When creating a task on the Client File you can also use Save & Action to immediately open the action menu or Save & Log to create a log note associated with this task.

Congratulations, you have finished creating a task!