To help manage your cases, we've implemented Tasks (replacing the previous Checklist tab in your cases) which will allow you to manage your cases more efficiently. You will need to set up your templates initially so that they are available in all cases to choose. Once task templates are created/edited, you can easily select what you need and adjust the template based on the needs of the case.

Setting up your templates is quick and easy! See below for detailed instructions.

To get started, click on your name in the upper right corner of your dashboard and select Settings from the dropdown:

You'll notice on the left side an option for Task settings with Templates and Statuses:

To access task templates under Task settings, click on Templates:

This will open task templates where you will see a Sample task list and a Converted checklist which are default templates for you to use as needed:

To create a brand new task template, simply click on the green Add template button in the upper right corner:

The Edit template page will open and allow you to add a template Name, Description and any subtasks. The only field required to complete on this page is Name (as denoted by an asterisk):

You'll notice there is no button to save the template as this is an autosave page. Simply type in the name of the template and look for the green check mark on the right side of the field to display, communicating that the data you've entered is now committed and saved:

To the right of these templates, you'll notice three vertical dots (referred to as a kebab going forward in this article). Clicking on the kebab will provide options to Edit, Duplicate or Delete the template:

To edit an existing template, simply click on the kebab menu to the right of the template you wish to edit and select Edit OR just click on the name of the template and open it:

The fields for Name and Description will auto-save as you type text within the field and this is noted by the green check on the right side. If you need to edit any field of a parent task or subtask, simply click on the task itself and add, remove or change any text you need. Once you've made the changes, make sure you hit the green Save button in the lower right corner of the window:

To add a parent task to a template, while in the desired template, simply click on the green Add task button on the right side:

Required fields are notated with an asterisk (*). Enter your Task name, any description you desire, and select the priority of the task. Hit the green Create button in the lower right corner to save the new task:

To add a subtask to a parent task in a template, you have two options. Either click on the +Add subtask button to the right of the parent task:

OR click on the parent task and then click on +Add subtask in the lower right corner of the popup window that appears:

The Subtask name is required. Once you've created a name and added a description, if desired, simply click on the green Create subtask button in the lower right corner:

There are also statuses to assign to each task and subtask: a priority status and a completion status. When first creating a task or subtask, the status buttons will default to To-do and Low priority. To change the status of either, simply click on the corresponding button and select the appropriate status:

You can adjust the priority status of the subtasks within the parent task by clicking on the button to the right of that subtask while in the parent task:

You can also change the priority status on the template page by clicking on the status button to the right of the task or subtask you want to prioritize:

Need to change the order of your tasks? You only need to grab and move to do so. Simply hold your mouse on the task or subtask you need to move and while holding, move the task. You can:

Three categories of statuses are available to assign: Not Started, Started, and Completed. To access the Statuses menu, click on your name in the upper right corner and select Settings from the dropdown. Expand Task settings on the left side and select Statuses underneath:

In the Task statuses page, pre-existing statuses will display. You can edit or delete these, as needed. To edit, click on the kebab menu to the right of the task and select Edit:

The Edit status window allows you to categorize, select a color, provide a name, and provide a description for your status:

There are three categories from which to choose:

By default, we've created the following statuses for you, but they can be edited as needed:

To adjust the color, you can either move the slider left and right, click in the color box to the left or just select a default color from the circles above the Clear and Close buttons:

Once you've updated everything as desired, simply click on the green Save button in the lower right corner to save your changes.

To create a new status, simply click on the +Add status to the right of the category in which you want to create it. In the Add status window, select your Category (you can select any category and it will nestle in the correct one once saved) and Color and provide a name and description and hit the green Create button in the lower right corner:

Need to move a status? Simply grab the status and drag and drop as needed. Keep in mind that a status can only be moved within the same category:

To delete a status, simply click on the kebab to the right of the status and select Delete. If the status is being used on any task, you will NOT be able to delete it. If it's not being used, it should delete without issue:

Questions? As always, please reach out to our Support Team for assistance either by using the chat feature in the lower left corner of your dashboard or emailing us at [email protected].