Add task

The screenshots on this page do not all reflect the new web version yet.

An individual user can create tasks and reminders for themselves. An authorised user with the appropriate permissions can also create a task and assign it to other users.

You can add a task that is not linked to any case at your list of Tasks.

You can add a task to a case at its Tasks tab:

1. Click the Add New button .
2. Select the task title from the dropdown list.
3. Add information about the task in the details area.
4. Set the start and due dates and times.
5. Enter a reminder date and time if required.
6. You can also make the task recurrent.
7. A task can be made the responsibility of a certain user or of a system role, such as the Office Manager, see Tasks allocated to roles for details.
8. Click Save to save the task.

You will now see the task in the case's Tasks grid.

It will also be listed in the responsible user's Tasks list when its start date+time matches the kind of tasks they are looking at. For example, if the task starts in the future they will not see it when looking at current tasks.