Once your task is created, you may view it from three different places within the CaseFleet app:

  • The Tasks tab in the menu bar of a case. The list of tasks found here are only tasks assigned to that specific case. 

  • The global Tasks page, accessible in the left-side toolbar. The Tasks Manager will let you view a comprehensive list of all tasks across all cases, and any tasks not assigned to a specific case.

  • Your Dashboard. A list of the next five upcoming tasks assigned to you on your Dashboard, including any overdue tasks you may have.

Updating Task Status

As you work on your tasks, click the checkbox to the right of the task and select "Mark as in Progress" to notify your team that you have started work. When you have completed the task, click the same checkbox and select "Mark as Complete" to remove the task from your list and let everyone know you're finished!

Task Collaboration

Task comments keep others informed, minimize emails and create a single record for tracking progress on a task. To access the comment thread for a specific task, click on the row where the task is listed, then add your comment: 

To learn more about task comment, including following and unfollowing the discussion thread for a task, click here.

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