Attaching a Task to a Case
- Getting Started
- Administrator Tools & User Management
- Cases & Activities
- Contacts & Companies
- Events & Calendar
- Tasks & Workflows
- Messages & Email
- Documents, Templates & Uploads
- Invoices, Payments & Billable Time
- Personal Injury Features
- Workers' Compensation Features
- Immigration Features
- Frequently Asked Questions
1. Hover over Tasks, and select Browse Firm Tasks or My Tasks from the drop-down menu.
2. Locate the Task you would like to attach.
3. An unattached task will say None. Click to Attach. Click on None. Click to Attach and type in the desired case.
4. Click the blue arrow to save.