Tasks

Learn how to assign tasks to yourself and your colleagues.

8 articles in this collection
Written by Meg Hall

Creating a Task

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

Written by Meg Hall
Updated this week

Editing and Deleting Tasks

How to edit or delete an existing task.

Written by Meg Hall
Updated this week

Assigning Tasks to Other Users

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

Written by Meg Hall
Updated this week

Viewing and Updating Tasks

How to access and edit tasks in CaseFleet.

Written by Meg Hall
Updated this week

Filtering Tasks

How to use filters to narrow your viewable tasks.

Written by Meg Hall
Updated this week

Task Comments

Provide updates and discuss task specifics with task comment threads.

Written by Meg Hall
Updated this week

Task Emails

How to opt out of weekly task notification digest emails.

Written by Meg Hall
Updated this week

Task Reminders

How to create reminders for upcoming assigned tasks.

Written by Meg Hall
Updated this week