Task

Changes the status of the task to Completed.

This button is available if the task has the Open or Processing status.

Changes the status of the current task to Completed, creates a task that has the same settings as the current one, and assigns Open status to the new task.

The system opens the new task in a pop-up window and inserts a link to the completed task in the Parent Activity box of the new task.

This button is available if the task has the Open or Processing status.

Cancels the task, changing its status to Canceled.

This button is available if the task has the Draft, Open, or Processing status.

The task summary, which can be used as its identifier.

When you save a task, the summary description is also displayed on the form title bar as the record title.

The status of the task.

Select one of the following options:

• Open (default): The task has been created, and further revisions are not expected.
• Draft: The task has been created, but further revisions are expected.
• Processing: The processing of the task has been started.
• Canceled: The task has been canceled.
• Completed: The processing of the task has been finished.

The priority level of the task: Low, Normal, or High. These levels are used for informational purposes only; no specific functionality is associated with them.

A check box that indicates (if selected) that a reminder is set for the task. To define the date and time for this reminder, use the Remind At box.

The date and time when the reminder should be sent.

This box appears and becomes required only if the Reminder check box is selected.

A check box that indicates (if selected) that during this task, a solution was provided to the customer for the case that is selected in the Related Entity box on the Details tab of the current form.

By default, the check box is cleared. If the task is selected in the Solution Provided In box on the Cases (CR306000) form for the case, the check box becomes selected and unavailable for editing.

The check box is available if the Track Solutions in Activities check box is selected on the Case Classes (CR206000) form for the class of the case that is associated with the task.

The project associated with this task (or the non-project code indicating that this task is not associated with any project defined to the system).

The box is available only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form.

The particular project task with which this task is associated. If you select a project that has a default project task with the In Planning or Active status, this project task is automatically inserted in the box. If the selected project has no default project task or the default project task has the Canceled or Completed status, the box remains empty. You can select only a project task of the project selected in the Project box.

The box is available only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form and the project selected in the Project box.

The cost code with which this task is associated to track project costs and revenue.

The system populates the cost code based on this priority:

1. Project task
2. Labor (non-stock) item
3. Default cost code (for example, 00-000) defined in the system

This box is shown only if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.

Read-only. The date and time by which the company is expected to send a response to the incoming activity based on the case commitment. The value is copied from the Response Due box on the Cases (CR306000) form. The box appears if all of the following conditions are met:

• The activity is related to the case. That is, a case is selected in the Related Entity box.
• The Case Commitments feature is enabled on the Enable/Disable Features (CS100000) form.
• Response time tracking has been activated for the case class. That is, on the Case Classes (CR206000) form, the Enable check box with the Response Time Tracking tooltip is selected for the severity level and case class.
• The activity is incoming. An activity is marked as incoming if it arrives in the system from a customer, another user, or the system itself. For this type of activity, the Incoming check box is selected on the Activity Types (CR102000) form.
• The case has no completed outgoing activity whose date and time of creation are later than the date and time of the incoming activity.

Read-only. The summary of the completed activity that is a response to this activity. If this activity is incoming, the system inserts the summary of the last outgoing activity; if this activity is outgoing, the system inserts the summary of the last incoming activity. The box appears if the Case Commitments feature is enabled on the Enable/Disable Features (CS100000) form.

The summary of the parent task for the current task (that is, the task that is currently selected on the form). The current task is subordinate to the parent task.

If the current task is not canceled or completed, this box is available for editing. You can select any existing task.

If the current task is a follow-up task that was created from another task, the system inserted the original task in the box when it created the current task. You can override this value.

If a parent task has been specified, you can open it in a pop-up window by clicking the Open button.

Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form.

By clicking a menu command, you open the Activity (CR306010) form in a pop-up window, which you use to create an activity of the corresponding type. The following commands are available by default: Create Note, Create Chat, Create Escalation, Create Message, Create Phone Call, and Create Work Item.

Pins the activity to the top of the list.

Once the activity is pinned, an icon is shown in the Is Pinned column.

A user can click a pinned activity and then click the button to unpin the activity. If a user unpinned an activity from the list, an icon is no longer shown in the Is Pinned column, and the activity is moved to the appropriate location based on the sorting settings.

The type can be one of the following options: Task, Email, Email Response, Note, Chat, Escalation, Message, Phone Call, or Work Item.

The cost code of the project task associated with the activity related to the task (if any).

The column is shown if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form.

The related entity that the activity is associated with. The system copies the value from the Related Entity box of the Activity (CR306010), Email Activity (CR306015), Event (CR306030), or Task (CR306020) form depending on the type of the activity. When you create an activity from the Activity tab of a data entry form, the column is automatically populated with the entity currently open on that form.