Tasks

Tasks

See your tasks that are due for the day. Filter them by your overdue tasks, completed tasks, and ones you have delegated to others.

Create new tasks quickly and relate it to the appropriate case number or contact and get email alerts when tasks have been assigned to you.

FAQ

How are the tasks organized?

Tasks are organized by terms such as today, my tasks, all overdue, completed within last 7 days, and delegated.

Can you change the priority level of a task?

Yes, a task’s priority level can be changed to low, normal, and high.