Tasks
Learn how to assign tasks to yourself and your colleagues.
8 articles
Written by Meg Hall
Creating a Task
How to create new tasks for your to-do list.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
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
Viewing and Updating Tasks
How to access and edit tasks in CaseFleet.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
Task Comments
Provide updates and discuss task specifics with task comment threads.Written by Meg Hall. 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