You can manually add a to-do in Case IQ by entering and saving data in a New To-Do form. System Administrators can also program rules in the application to automatically add to-dos based on custom criteria (see Add a Rule for details).

You can access the New To-Do form in any of the following ways: (1) the Add To-Do button on the To-Dos Grid page, (2) the “+” button on a case's page, or (3) the Add To-Do button on a case's page, under the Activity tab and To-Do sub-tab.

After loading the New To-Do form, complete the following fields:

• Case # field: if you click the Add To-Do button or the “+” button on a case's page, the “case number” field will be automatically populated when the New To-Do form is loaded. However, if you access the New To-Do form from the To-Dos page, the “case number” field will need to be manually filled in.
• To-Do Type: define what kind of task the to-do involves. Your System Administrator has configured these options for your application and your selection may show or hide other New To-Do form fields.
• Responsible: select the user who needs to complete the task. The user you set in this field will receive an email notification after you submit the new to-do. Only one user can be assigned as the responsible user and they must have a user account in Case IQ.
• Due date: set the date by which the to-do should be completed. Adding a due date is optional if you need to create an open-ended task.
• Send email reminder: if you choose to set a due date, the “Send email reminder” field will be displayed. Select a numerical value to indicate the number of days before the due date that the responsible user should receive an email reminder from Case IQ to complete the to-do.
• Details: type in any relevant information on the to-do for the responsible user, such as instructions, background, or specific tasks to be completed.

When you have finished filling in the form, you can click the Save button to submit your to-do. You can also use the “Save and Copy” option in the page menu to quickly add another to-do for the same case. The original to-do record will be saved and another New To-Do form will be loaded. All values that you entered in the previous form will be copied over to the current New To-Do form. 

After submitting the to-do: 

• The to-do will be displayed on the case’s page, under the To-Do sub-tab of the Activity tab.
• If you assigned a user in the “Responsible” field, an email notification will be sent to notify them of the new to-do and the to-do will be added to their “My Pending To-Dos” on the Home view, shown in the Home View section.
• If you added a due date, the to-do will be added to the case calendar and general calendar (see Calendar Page).

Attach a File

You can add any relevant files to the to-do on the New To-Do form or the to-do's page after creating the to-do. Click the Add File button and the New File form will be loaded. See details on completing the New File form in Add a File. After clicking Save on the New File form, you will be navigated back to the to-do's page.

Add a Comment

You can add comments to the to-do on the New To-Do form or the to-do's page after creating the to-do. Adding comments can be especially useful to provide updates to the to-do without changing the original to-do details. To add a comment, type in the text box at the bottom of the To-Do page and click the Add Comment button.