Task Management - LIEAP

A task captures and assigns a need for specific program action to a work queue. Tasks can be created manually by a user or automatically by KEES.


Task can be viewed from:

Task Portlet

Available on the KEES home page and contains a list of tasks assigned to the user.  

Task Inventory

Available by clicking the View All button from the Task Portlet and allows a user to search for tasks using specific search criteria.

Task Management

Available by selecting Tasks from Utility Navigation and allows a user to view all tasks related to a specific case.

NOTE: Task windows, such as Task Management and Manual Task, do not automatically refresh. A user must exit out of the window and navigate back to the window to verify the updated information.

Claiming a Case Task – LIEAP

Task Inventory Claiming a Task – LIEAP

Manually adding a Task – LIEAP

Completing a Task – LIEAP

Voiding a Task – LIEAP

Updating a Task Priority

Claiming a Case Task - LIEAP

From the LIEAP Case Summary page:

  1. Select Tasks from Utility Navigation.
  2. The Task Management window opens and displays all task associated to the LIEAP case. 
  3. Click the Task Name hyperlink. The Task Details window displays. 
  4. Review the task information, including any images, then close the Task Details window.

NOTE:  Utilize the Images button on the task to see if there are any images associated to the task. End-users must be signed into ImageNow.

 NOTE: Any additional tasks associated to the same case and in the LIEAP Queue are automatically claimed and assigned to the user.  

5.    Click the Claim button on the Task Details window. The Task Details window closes. 

6.    Navigate to the KEES home page and verify the task displays in the Task Portlet.

NOTE: Any additional tasks associated to the same case and in the LIEAP Queue are automatically claimed and assigned to the user.  

Task Inventory Claiming a Task – LIEAP

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 a LIEAP tasks.

·         Select Region and Location

·         Queue – LIEAP

·         Status – defaults to New update if applicable   

NOTE: LIEAP e-Applications can be filtered/identified by means of E-App Source.

3.    Click the Search button. A list of tasks displays.

NOTE: The search results may be sorted using the carets associated to each listed result. Only one column can be sorted at a time.

NOTE: To perform a new search with different criteria, click the caret for Refine Your Search

4.    Check the box associated to the task to be claimed, then click the Claim button.

5.    Navigate to the KEES home page and verify the task displays in the Task Portlet.

6.    Click the task name hyperlink in the Task Portlet.  The Task Details window opens.

7.    Review the task information, including any images, then close the Task Details window.  

NOTE:  Utilize the Images button on the task to view images associated to the task. End-users must be signed into ImageNow.   

Manually adding a Task - LIEAP

From the LIEAP Case Summary page:

  1. Select Tasks from Utility Navigation. The Task Management window opens.
  2. Click the Add Task button.  The Manual Task window opens.
  3. Select a Priority from the drop-down menu, if appropriate.
  4. Enter a Due Date using the <mm/dd/yyyy> format or the calendar icon.
  5. Enter a Received Date using the <mm/dd/yyyy> format or the calendar icon. The received date should be set using the date the task is created.
  6. Select the Region from the drop-down menu.
  7. Select the Location from the drop-down menu.
  8. Select the LIEAP Queue from the drop-down menu.
  9. Select the Task from the drop-down menu.
  10. Enter Task Details.

NOTE:  / cannot be used in the Additional Notes section

  1. Click the Save and Continue button. The Manual Task window closes and the user is returned to the Task Management window.
  2. Close the Task Management window.

Completing a Task - LIEAP

Completing a task updates the task status and may create an additional downstream task(s) for the appropriate line of business.

To Complete a Task:

  1. From the KEES home page, go to the Task Portlet and click the hyperlink for the task name. The Task Details window opens.
  2. Select a Status Reason from the drop-down menu.
  3. Click the Complete button.
  4. If multiple tasks exist for the same case, repeat STEP 1 – STEP 3 for all completed tasks.
  5. View the Task Portlet from the KEES home page to make sure the completed tasks are assigned to the user.

NOTE:The KEES home page may need to be refreshed if a task still displays in the Task Portlet after updating the task Status Reason.

Voiding a Task - KEES Case

Complete Claiming a Case Task – LIEAP steps prior to completing these steps. 

  1. From the LIEAP Case Summary page

  2. Select Tasks from Utility Navigation. The Task Management window opens.

  3. Click the Void button for the task the user wants to void. The task no longer displays in the Task Management window.

  4. Close the Task Management window.

Updating a Task Priority

  1. Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click Go. The Case Summary page displays.
  2. Select Tasks from Utility Navigation. The Task Management window opens.
  3. Click the Task hyperlink.  The Task Details window opens.
  4. Select a new value from the Priority drop-down menu.
  5. Add Comments if applicable.
  6. Click the Save and Continue button.

NOTE:  The Task Details and the Task Inventory will display the Priority Date to reflect the date the Priority was changed.