Searching for a Future Task

1. Click the View All button in the Task Portlet from the KEES home page.  The Task Inventory page displays. 

2. Apply filters to search for future tasks pertaining to the user's office.

1. • Region: Leave blank

   • Location: Select the office location

   • Queue:

   • • Select the Alert queue for an EES medical program.

     • Select the PPS queue for a PPS program.

2. • Task:

   • Select Change if the task is for the DCF Purple Team.

   • Select Follow-Up Needed if the task is for the DCF Orange-Purple Team.

   • Select Manual if the task is for PPS.

3. • Status: Select New

   • Date Range: Enter today’s date in the range fields

   • Date Type: Select Due Date

3. Click the Search button.  A list of tasks fitting the user’s search criteria display.  These can be sorted using the carets associated to each listed result.  Only one column can be sorted at a time.

4. Click the Task hyperlink.  The Manual Task-In Case window opens.

5. Click the Claim button to assign the task to the user.