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Adding a reminder task

Users sometimes create their own reminders to follow up on something related to a case.

How it works

Users reach the flow by clicking “Add reminder” on the case task list.

The flow starts on a page to enter a description of the reminder, using a character count component with a 5,000 character limit.

The description page, showing a text area labelled "Description" with a character count, and a Continue button.

After entering a description, the user is asked whether the reminder is about asset recovery. This determines the reminder type stored against the task.

The asset recovery page, showing a yes/no radio question "Is this reminder about asset recovery?" with a Continue button.

Next, the user is asked to enter three dates:

  • a reminder date for when they should first be reminded
  • a due date for when the task must be completed
  • an escalation date for when the task should escalate if still incomplete
The reminder dates page, showing three date input fields: reminder date, due date, and escalation date, each with day, month, and year fields.

After entering dates, the user selects who the reminder is assigned to.

The list includes all users in the case’s unit, with the signed-in user shown first as “(you)”. Admin pool and other team options for the unit appear at the bottom of the list.

The owner page, showing a long list of radio options including the signed-in user listed first as "Rachael Harvey (you)", followed by other users and then team pools.

After selecting an owner, the user is taken to the check answers page:

The check answers page showing description, asset recovery, reminder date, due date, escalation date, and owner, each with a change link. An "Add reminder" button appears at the bottom.

Each row has a change link.

After clicking “Add reminder”, the user is taken to the new task’s details page. A success banner confirms “Reminder added”.

The task details page for "Chase victim personal statement" with a green success banner saying "Reminder added" at the top.

Activity log

The action is recorded in the activity log as “Task added”, showing the task name, owner, and a link to view the task.

The case activity log showing a "Task added" entry by Rachael Harvey, with the task name "Chase victim personal statement", the owner, and a View task link.