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Managing Conditional Tasks: How to Use the "If Applicable" Task Feature

Conditional Tasks, If Applicable Feature, Task Management, Milestone Progression

Updated over a year ago

In task management, not every task follows the same path. Some tasks are mandatory for all cases, while others are conditional and only required in specific scenarios. For example, the RFE (Request for Evidence) process might not be necessary for every case but could be crucial for some. To help you clearly identify and manage these conditional tasks, we have introduced the "If Applicable" task feature.

What is an "If Applicable" Task?

An "If Applicable" task is a conditional task that you can mark as optional. These tasks do not count towards milestone progression until they are completed. They appear grayed out on the milestone progression chart to indicate their conditional status and will display the label "If Applicable" before the task name in the case display.

How to Create or Update an "If Applicable" Task

You can create or update a task and set it as "If Applicable" in several ways:

Shortcut + Task Button

Task Module & Task View All in Case

Global Task

Procedure Task

To mark a task as "If Applicable," follow these steps:

  1. Create or Update Task: Open the task creation or update form.

  2. Toggle 'Set if applicable': Switch on the 'Set if applicable' toggle in the new task modal.

  3. Indicator: An indicator stating (If applicable) in bold will appear at the beginning of the task name.

Viewing "If Applicable" Tasks

In the client's portal, any tasks you set as milestones will also be marked as "If Applicable" if designated as such. These tasks will show their conditional status clearly, ensuring users understand which tasks are mandatory and which are conditional.

Notes:

The "If Applicable" task feature is currently available for regular tasks and regular procedures. Sequential tasks and sequential procedures are not yet supported.

By effectively using the "If Applicable" task feature, you can streamline your task management process, ensuring that users have a clear understanding of which tasks they need to complete and which are conditional.

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