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.