Creating case tasks
Case tasks allow you to add specific actions or reminders linked to a client's case details. Here's how to create one:
How to create a case task
Click Client Tools in the main menu.
Select Find Client.
Click Show All.
Use the search box to enter the client’s name.
Under Actions, click Case Data.
Click the graph icon next to Initial Consultation, or click Add New Case Notes.
Go to the Tasks tab.
Click New Task.
Enter information for the task.
Click Save Changes.
Fill in the new task details
Title | Add a title for your task. |
Location | Select a location for the task. |
Description | Add a description for your task. |
Private Task | Select if the task is only for you. |
Due Date | Select a due date for the task. |
Assigned To | Select who is assigned to the task. |