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August 2024 AMA Session
Kristal Cayanan avatar
Written by Kristal Cayanan
Updated over a week ago

Highlights:

2:48 New Task Template

4:32 Populate Case Task List from Templates

5:23 Overview of How to Add and Organize Tasks and Subtasks

5:44 Overview of How to Customize Your Task List

6:09 Tips on How to Use Tasks Effectively

8:14 Demonstration on how to Customize Tasks

13:57 How to Manage Task Statuses

16:22 Demonstration on How to Apply Tasks on a Case

20:00 Drag and Drop Tasks

21:50 Tips in adding Description to Tasks

28:37 How to Send or Print Forms

33:06 Pay Later Option

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