Tasks | CaseFleet Help Center

Tasks

Learn how to assign tasks to yourself and your colleagues.

8 articles in this collection
Written by Hunter Clarke and Meg Hall

Creating a Task

How to create new tasks for your to-do list.

Written by Meg Hall
Updated over a week ago

Viewing, Collaborating and Providing Updates on Tasks

How to access and edit tasks in CaseFleet.

Written by Meg Hall
Updated over a week ago

Task Comments

Use notes with tasks to keep team members up to date

Written by Hunter Clarke
Updated over a week ago

Task Emails

How to opt out of weekly task notification digest emails.

Written by Meg Hall
Updated over a week ago

Task Reminders

How to create reminders for upcoming assigned tasks.

Written by Meg Hall
Updated over a week ago

Filtering Tasks

How to use filters to narrow your viewable tasks.

Written by Meg Hall
Updated over a week ago

Assigning Tasks to Other Users

How to create and assign a task to another team member.

Written by Meg Hall
Updated over a week ago

Editing and Deleting Tasks

How to edit or delete an existing task.

Written by Meg Hall
Updated over a week ago