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

  • By clicking on Tasks tab in the menu bar for a case. The list of tasks that will appear are tasks assigned to that case only. 
  • By clicking on the Tasks icon in the CaseFleet toolbar on the left-side of the screen. The Tasks Manager will let you view a comprehensive list of all tasks across all cases.
  • By viewing your dashboard. You can also view a list of the next five upcoming tasks assigned to you on your Dashboard, including any overdue tasks you may have.

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!

Collaborating with others on a task? Use the comment feature to send updates. Comments keep others informed, minimize emails and create a single record of what happened. To access the comment feature, click on the row where the task is listed, then add your comment: 

You can read more about task comments here.

Don't forget to check out our other support articles on Tasks. 🙂

Note: If you have a Practice Manager account you can see a snapshot of the number of incomplete tasks for a case by clicking on “Overview” in your case menu on the Practice Manager side of the software. You can also use your search button (the magnifying glass in the upper right) to locate a task from any case.

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