Attaching a Task to a Case


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.

 

 

 

 

Related Articles

 

Task Overview

 

How to Create a New Task

 

How to Mark a Task Complete

 

What are Task Colors?