Detaching a Task from a Case


Since Tasks have both Parent and Sub-Tasks, the option to detach a task from a case in the Firm Tasks tab is no longer an option. The only way to detach a task from a case is to delete the task and recreate it with no Case attached. 

 

 

Related Articles

 

Task Overview

 

How to Create a New Task

 

How to Mark a Task Complete

 

How to Delete a Task