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Tasks

Learn how to assign tasks to yourself and your colleagues.

Hunter Clarke avatar Meg Hall avatar
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.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Editing and Deleting Tasks

How to edit or delete an existing task.
Meg Hall avatar
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.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Viewing, Collaborating and Providing Updates on Tasks

How to access and edit tasks in CaseFleet.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Filtering Tasks

How to use filters to narrow your viewable tasks.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Task Comments

Keep team members up to date on tasks by adding notes.
Hunter Clarke avatar
Written by Hunter Clarke
Updated over a week ago

Task Emails

How to opt out of weekly task notification digest emails.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Task Reminders

How to create reminders for upcoming assigned tasks.
Meg Hall avatar
Written by Meg Hall
Updated over a week ago
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