As you work in CASEpeer and complete your tasks, each completed task will move into the Completed Task section in the Task Management Center for 30 days. To view tasks completed more than 30 days ago, utilize the case Notes or Task Tab of a case or the Notes Report.
To view the completed tasks in the Notes Tab of a case:
Navigate to the Notes Tab of a case.
In the Search bar at the top, search for Completed Task. If you want to see completed tasks by a user, you can also add their last name.
All of the completed tasks on the case will appear highlighted in yellow.
To view completed tasks in the Notes Report:
Underneath Reports on the left side of the screen, select Notes.
In the Search bar at the top, search for "completed". If you want to see completed tasks by a user, you can filter by users in the dropdown.
All of the completed tasks on the case will appear highlighted in yellow.