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Ability to add Tasks to a Plan

Feature RequestTasks

It would be great to assign tasks to a specific plan or policy so we can see what tasks relate to which policy etc.

Posted by deleted282 ·
Status: Completed1 comment

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Comments1

  • Andrew Moore

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    Jul 2

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    Merged request

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    1 vote

    Attach plan to task

    We currently have the functionality to link plans to a case. It feels like this would be useful functionality for the tasks. Many servicing tasks are policy specific and the granularity of tasks and plans seems more aligned that plans and cases.