While in the context of a case:
Select Tasks from Utility Navigation. The Task Management window opens.
Click the Add Task button. The Manual Task-In Case window opens.
Click the Select button under Worker Assigned, to assign a specific worker to the task.
The Select Worker window opens.
Enter appropriate search criteria and click the Search button.
Click the radio button for the appropriate Worker and click the Select button. The user is returned to the Manual Task-No Case window with the selected worker’s Worker ID displayed.
Select a Priority from the drop-down menu, if appropriate.
Enter a Due Date using the <mm/dd/yyyy> format or the calendar icon.
Enter a Review Due date using the <mm/dd/yyyy> format or the calendar icon if creating a task for a review. Enter the last day of the review month as the review due date.
Enter a Received Date using the <mm/dd/yyyy> format or the calendar icon.
NOTE: If setting a task for a received document, the received date should be set using the date the document was received by the agency. If setting a task for any other purpose, the received date should be set using the date the task is created.
Select the appropriate Region from the drop-down menu.
Select the appropriate Location from the drop-down menu.
Click the Select button under Worker Assigned to assign a specific worker to the task.
The Select Worker window opens.
Enter appropriate search criteria and click the Search button.
Click the radio button for the appropriate Worker and click the Select button.
The user is returned to the Manual Task-No Case window with the selected worker’s Worker ID displayed.
Select the appropriate Queue from the drop-down menu.
Select the appropriate Task from the drop-down menu.
Select the Contact Type from the drop-down menu.
Enter Task Details.
Click the Save and Continue button. The Manual Task-In Case window closes and the user is returned to the Task Management window.
Close the Task Management window.