Create a case task

Create case tasks to work on the various tasks such as investigations, assessments, inquiries, gathering evidence, and so on required to analyze and work on the case that has been reported. Each case can have multiple case tasks that can be assigned to different owners from various teams.

Before you begin

Role required: sn_privacy_case.privacy_case_analyst

About this task

After a case is reported to the privacy teams, a privacy case analyst can create case tasks and assign those tasks to the relevant owners to work on and provide the required inputs and responses.

Procedure

1. Navigate to All > Privacy Management > Privacy Workspace > Lists > Cases > All cases.
2. Open the case for which you want to create a case task.
3. Select the Case task related list.
4. On the form, fill in the fields.
   See the privacy new case task form for an explanation of each field.
5. Select Save.
6. To assign the task to the case task owner, select Assign task.
7. Optional: In the confirmation dialog box, provide your notes.
8. Select Move to assigned.
   The state of the record changes to Assigned and is assigned to a case task owner.
9. Optional: To reassign the case task to another user before the case task is accepted by the case task owner specified by you, select Reassign.
   You can only reassign case tasks that are of type Assessment.
   1. In the Assignment group field, select the relevant group.
   2. In the Case task owner field, select a new owner.
   3. Select Reassign.

• Case task form
  On the new case task form, fill in the fields.