Creating a new Task


1. Go to Tasks > New Task in the drop-down menu.

 

 

 

 

2. An Add Task window will appear. Fill in the required information and click Save.

 

 

 

 

3. Alternatively, if you are already in a case, you can click on Add Case Task in the left-side accordion menu or by going to Tasks > New Case Task. By adding a task this way, the Case File information will be automatically populated with the current case title. 

 

 

 

 

4. Another way to create atask is to click on Tasks. You will be taken to the Browse Task tab. From here, click on New Task in the upper right of your screen.

 

 

Related Articles

 

Task Overview

 

How to Create a New Task

 

How to Mark a Task Complete

 

What are Task Colors?