The Tasks tab on a case is used to add and view tasks related to a particular case.


To access the case Tasks tab:

  1. Open a case within Equinox (search for the case code or use the List & Find screen)
  2. Click on the Tasks tab



By default, the Live & Pending tasks will be displayed (please see the Task User Preference for information on changing this).


You can use the search fields at the top of the column headers to filter the tasks that are displayed. Click the Filter/Clear Filter button in the top right hand corner, as necessary.


For more information on the functionality on this screen please see the following sections: