Creating Tasks for a Surveillance File

TasksA unit of work, such as a follow-up, review or request for information, which can be tied to a specific file. associated with the file are displayed in the Tasks widget, which is also used to create new tasks for the current file.

To create tasks for the file:

1. Open a file (not shown, see Accessing Surveillance File Details).
2. In the Tasks widget, click the New Task link. The Add/Modify Task dialog opens.
   The process of adding tasks from the widget is very similar to using the Task icon in the navigation bar (see Adding and Modifying Tasks). The main difference, however, is that the File ID is automatically entered for you.
3. Complete the fields (see Adding and Modifying Tasks).
4. Click OK. A new row appears in the Task grid.