Case Management
The system helps you track which tasks you are responsible for and when they need to be completed.
Task Tabs¶
On the Tasks tab of the homepage, you will see four sub-tabs:
- All — lists all tasks belonging to your team(s).
- Assigned To Me — lists all tasks assigned to you.
- Due Today — shows tasks that are due today.
- Overdue — shows tasks that are overdue and still in the grace period.
- Escalating Today — shows tasks that will automatically escalate to the next user or system-defined action within 24 hours.
When you create a draft claim, a task is automatically created for you. Drafts are given a two-week completion window.
Draft Management¶
- To delete a draft you no longer wish to complete:
- Open the draft.
- Click the kebab menu (three dots) in the top right.
- Select Delete.
Note
Deletion is final. No record is kept of deleted drafts.
Assigning and Unassigning Tasks¶
When a claim is referred to your team, you will see:
- A grey pipe next to the task description.
- A + Assign To Me button on the right.
Once you click + Assign To Me:
- The pipe turns yellow.
- Your name appears in a yellow pill, confirming ownership.
To unassign a task:
- Open the claim.
- Use the kebab menu and select Unassign.
- The task will return to the team backlog.
Task Highlighting¶
Tasks are color-coded to show urgency:
- Green — active and within the normal task period.
- Yellow — due today.
- Red — overdue (in grace period) or escalating today.
- Grey — draft claims.
Internal vs. External Claims¶
Internal claims show either:
- A team member’s name in a grey pill with a grey pipe, or
- Your name in a yellow pill with a yellow pipe if you are the owner.
External claims show an outlined pill with the responsible party’s name, such as Nuvalaw Admin, Arbitrator, or the opposing organisation.