Creating a task in Pulse
To manage case work that needs to be completed within a specific period of time, create a task in Pulse and assign the task to other case users or to yourself. For example, you can assign a task to yourself as a reminder to upload address documents to a Car Loans case by the end of the day.
For more information, see Enabling users to post messages in the activity feed.
Open a case:
- Search for the case.
- Click on the case in the worklist or work queue on your dashboard.
Enter a name for the task.
In the Assignee field, press the Down Arrow key, and then select a user to assign the task.
In the Due date field, select the date and time by which the task should be completed.
In the Additional details box, enter more information about the task.