Tasks Menu Tasks Menu
Tasks can be assigned to a user in connection to a Note that has been added to a case. Like Alerts, a Task can also be created that isn’t associated with a case. To access Tasks, select the 
Tasks button from the 
Home Screen.
All of your Tasks will be displayed on this screen, sorted by Client Name. Tasks that have been created from a Case Note (see the 
Notes section for details) will include a blue hyperlink which can be used to access the case directly. Each Task may be edited by clicking the 
Edit icon which is displayed next to each note.
To clear a Task, select the corresponding checkbox and then click the 
Clear button. All Tasks can be selected at once by selecting the checkbox found in the column header.
Enlarge pictureThe 
New button is used to create a new Task as shown to the left.
A Task may be assigned to one user by selecting the name from the Assigned to picklist. A Task can be cleared by selecting the Completed checkbox and then clicking the 
Save button.
The 
Previous and 
Next buttons are used to navigate from one Task to the next.
See also
