To view a home buy task summary

The procedure to view a home buy task summary is as follows:

Using the Advanced search spy-glass (), select Home Buy Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Home Buy Case Details window is displayed.
Click on Tasks. The Tasks tab is activated, revealing all tasks linked to the current and previous home buy stages as a series of cards, subdivided by progression status: Pending, Open, Complete and On Hold.
Highlight the specific card matching the existing task to be reviewed.
Click on Task Summary. The Home Buy Task Summary window is displayed, revealing further details of the task. Certain fields are worthy of special note and are captured in the table below.
Click on Close.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

Field	Description
Task reference	The unique internal reference number for the home buy task.
Case reference	The unique internal reference number assigned to the parent case.
Name	The name of the home buy task to be conducted.
Actual start date	The actual date on which the home buy task was formally started.
Target date	The SLA target completion date for the home buy task, derived from the component definition.
End date	The date on which the home buy task was completed.
Status	The current progression status for the home buy task i.e. Pending, Open, Completed, On Hold.
Owner	The allocated owner of the home buy task, specifically an individual end user account.
Created by	The name of the end user who created the home buy task.
Date created	The date and time stamp recorded for the home buy task at the point of creation.

See related topics...

Home buy task management overview

To add a task to a home buy case

To view the SLA compliance status for home buy tasks

Using the search facility