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Create a task from a case

Assign a follow-up action on a wellbeing case to a colleague.

Note: Creating a task needs wellbeing write access (pastoral / student-support staff and leaders). For read-only staff such as classroom teachers the + add-button does not appear.

  1. Open the case

    Click a Case title in any wellbeing table to open its detail page.

  2. Start a new task

    In the Tasks tile, click the + (Add task). The + is hidden when the case is resolved or cancelled, so reopen the case first if you need to add a task.

    The Tasks tile on a case detail page with the + add-task button at the top right

  3. Fill in the task

    In Add new task, enter a Title (up to 100 characters), search and pick an Assignee, and write the Notes (what needs doing, up to 250 characters). All three fields are required, and Save stays disabled until each one is filled.

    The Add new task panel showing the Title, Assignee, and Notes fields

  4. Save

    Click Save. A new task starts in an open state, so it appears in the case's Tasks list and straight away in the assignee's Open tasks tab under Track my notes.