This article explains how to add Adhoc Tasks in Insight™ Legal.
Adhoc Tasks are used when they do not form part of a normal case progression, but are tasks that may need to be completed in certain circumstances. They can be a one-off action that needs to be performed or enable a series of tasks to be performed in addition to the normal progression of the case.
If a task has been set up as Adhoc, it will not appear automatically as part of the workflow. The Adhoc task can be activated in two ways:
- Manually using the + Add Task function within Case Enquiry.
- Case Enquiry Ribbon.
Manually Spawn Ad-hoc Task
- Click on +Add Task within the workflow.
- You will see a list of all Adhoc Tasks that are available to activate.
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Click on the relevant Task you wish to activate. It will then become available in the workflow as the latest task to be completed.
Case Enquiry Ribbon
Adhoc tasks can now be added directly to the Case Enquiry ribbon. These settings can be updated under Case Management by clicking on Tasks.
When a task is set as Adhoc, an option will appear to show the task on the ribbon. If this is ticked, you will then see options to enter the Display Text and Icon for when this task is viewed in Case Enquiry.
To view and edit the available icons, go to 'Systems Settings', on the 'Settings' options, and select 'Icons Library'.
These Adhoc tasks can then be started from the relevant button on the Case Enquiry ribbon. A pop up window will appear, in which the user can check or enter any relevant details and complete the task.
If a task is set to be repeatable, the button will remain visible even after the task has been completed. However, if the task is not repeatable, the button will disappear once the task has been started. If the task is opened but not completed, it will still appear in the Tasks section of the Case Enquiry screen for completion at a later date.