We have created a hub for all your tasks! You can find the new 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!

We hope this feature helps you keep track of your personal and case related tasks! Send us a message and let us know what you think!

Did this answer your question?