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Creating & Editing Tasks

Step-by-step guide to creating new tasks and editing existing ones, including priorities, due dates, and assignees.

Hillary Scalmanini avatar
Written by Hillary Scalmanini
Updated over a month ago

How to Add a New Task:

Click Add task at the top right or within a specific case

Enter a task name and select the associated case (the associated case will be pre-populated if you start the task creation from the + Add task button for a specific case)

πŸŽ₯ Watch Video: Adding New Tasks

Editing a Task:

Click the task name or use the three-dot menu to open the edit modal

Update name, description, status, due date, priority, and assignment

πŸŽ₯ Watch Video: Editing Tasks

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