The procedure to view the SLA compliance status for home buy tasks 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.
- Click on Switch View. Two alternative options are displayed: Grid View and SLA View.
- Click on SLA View. All active tasks linked to the current home buy stage are still displayed as a series of cards, but subdivided by their colour-coded SLA compliance status: On Target (Green), Warning (Amber) and Overdue (Red) 2.
- Click on an individual task card to reveal further information: Assigned to, Planned start date, Actual start date, Completion date.
- 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.
2 To return to the default view, with all tasks subdivided by status, click on Switch View a second time and select Status View.
See related topics...
Home buy task management overview
To add a task to a home buy case
Using the search facility
