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.
Select Tasks from Utility Navigation. The Task Management window opens.
Click the Add Task button. The Manual Task window opens.
Select a Priority from the drop-down menu, if appropriate.
Enter a Due Date using the <mm/dd/yyyy> format or the calendar icon.
If creating a task for a review, enter a Review Due date using the <mm/dd/yyyy> format or the calendar icon. 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. The received date should be set using the date the task is created.
Select the Region from the drop-down menu.
Select the Location from the drop-down menu.
Select the Queue from the drop-down menu.
Select the Task from the drop-down menu.
Select the Contact Type from the drop-down menu, if appropriate.
Enter Task Details.
NOTE: / cannot be used in the Additional Notes section.
Click the Save and Continue button. The Manual Task window closes and the user is returned to the Task Management window.
NOTE: Clicking the Save and Continue button on the Manual Task window more than once creates duplicate tasks. If KEES is lagging, the window may stay up even after the content has been saved, making the user think they did not click the Save and Continue button. Duplicate tasks should be voided and not marked as complete in an effort to keep reporting data accurate.
Close the Task Management window.