Doc. Number | Article Title | Effective Date | Version |
FHC-XX | Tasks Nested Tab | January 16, 2023 | 0.2 |
The Tasks nested tab acts as a fully functioning task management system within the Client's Dashboard. This keeps all the users in the system aware of any tasks that are assigned to them, a team member, or even an external contact such as the contact or an attorney.
This article includes the following topics:
Adding a task
- Go to the Client Dashboard > click the Tasks tab.
- Click the add a task icon
> the Create Task window opens.
- When finished, click Save Task.
Editing and deleting a task
- Go to the Client Dashboard > click the Tasks tab.
- Do either of the following:
Completing a task
- Go to the Client Dashboard > click the Tasks tab.
- Click the complete task
icon in the appropriate task row.
- Click Yes when the Confirm Completion popup displays.
NOTE
That task is now complete and the colored line you have associated with an incomplete task has now changed to reflect a completed task.
Article Version History:
Version | Date: | Description |
Basic | 03/31/2021 | Initial Release |
0.1 | 10/05/2022 | Formatting tweaks only |
0.2 | 01/16/2023 | Rebranded any reference of Forth to Forth"; Added header and version control footer. |