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Task & Case Navigation

Open cases or tasks in new tabs and copy direct links for quick access or collaboration.

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

Navigating to a Case

Each case listed on the tasks page includes a clickable link to open in a new tab - clicking it takes you directly into that case’s Task tab. Useful for quickly navigating to a case or jumping into the context of the case’s task list without losing your spot on the global task page.

Task Navigation

Each task and subtask can be opened in a new, separate page by accessing the Open in new tab option in the three dot menu.

You can also copy the direct link to a task or subtask by clicking the Copy link option in the three dot menu.

These same options can also be accessed from the three-dot menu within the Edit task/subtask modal window.

📹 Watch the Video: Case + Task Navigation

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