Tasks Feature
Create a task for yourself or a reminder to follow up with a particular person within a case. Learn more here!
We have created a hub for all your tasks! You can find the Task Feature by clicking on the bell icon on the top right (next to the Help button)
Click the "Add New" button to start creating tasks. You can create a Personal Task - you can think of this as your personal to-do list.
You can also create a Case Task and tie it to a Case and a Person within a Case (optional).
You can edit, delete, or mark a task complete!