Add task

You can create new tasks by clicking the Add New button :

• at a case
• at the list of Tasks.

The outcome is the same, except that:

• At a case the task must be linked to this case.
• At the list you can create tasks that are not linked to a case.
• At the list you can only create tasks for yourself and for the cases assigned to you.

A new task is immediately added to the case, if it is linked to one, and to the list of Tasks for the responsible user(s). However, it may not be immediately visible at the list of Tasks. For example, if the task starts in the future they will not see it at the list if the State is set to current, i.e. they are looking at current tasks only.

An individual user can create tasks and reminders for themselves only. With appropriate permissions a user can also create and assign a task and reminder for other users. This is useful for a practice manager who is assigning work across their team. There are a number of security permissions for tasks in the Security Groups List permission settings that restrict, for example, whether a user can view or edit other users' tasks.