Tasks help you stay organized, manage, and delegate work on each file. Our Task Manager ensures important casework never falls through the cracks and is a cornerstone to successful case management.
Tasks are linked to cases or contacts and can be created in two places: from the Task Manager or from within a case.
Adding a New Task via the Tasks Manager
To access the Tasks Manager, click the Tasks icon in the vertical CaseFleet toolbar located on the left of your screen.
You can add a new task to your queue or assign a task to another team member by clicking the "Create a Task" button in the upper right corner of the screen. You’ll be prompted to enter a description of the task, choose a due date, select a status, and assign the person responsible.
Remember, when you create a case-related task from the Tasks Manager, you must designate the case if you want the task to appear on the case's tasks page. If the task is not associated with any case then this field may be left blank.
Below is an example of how tasks appear in the Task Manager. As you can see, it is a list of all tasks for all cases.
NOTE: Users with Limited or Guest permissions will only be able to see tasks associated with the case(s) to which they have access.
Adding a New Task on a Case's Tasks Page
When you're working inside a case, click on the Tasks tab in the horizontal case menu bar to access a list of tasks for that particular case. To add a new task for the case, click "Create a Task" in the upper right part of the screen. From there you can enter a description of the task, choose a due date, select a status, and assign the task to a particular person.
Below is an example of how tasks appear in the case task list:
For more information on using our task feature including setting task reminders, filtering tasks, and managing tasks, check out these articles:
Note: If you have a Practice Manager account you will have the ability to create tasks as described above. In addition, you'll see a "task" button in the case menu on the Practice Manager side of the software.