Tasks Nested Tab

The Tasks nested tab (i.e., subtab) is a fully functioning task management system within the Client's Dashboard. This keeps all the system users aware of any tasks 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
• Editing and deleting a task
• Completing a task

Adding a task

1. Go to the Client Dashboard > click the Tasks nested tab.
   
2. Click the add a task icon , found at the top right of the page (see below).
   
3. The Create Task window now opens.
   
4. When finished, click Save Task.

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Editing and deleting a task

1. Go to the Client Dashboard > click the Tasks tab. A description of some aspects of the page are provided in the image below.
   
2. Do either of the following:
   • To edit a task:
     • Click the edit icon , make changes, and then go to the bottom right of the Edit Task pop-up page and click Save Task.
   • To delete a task:
     • Click the edit icon , go to the bottom left of the Edit Task pop-up page, and select "Delete Task".
       
       

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Completing a task

1. Go to the Client Dashboard > click the Tasks tab.
2. Click the complete task icon (white checkmark with green background) in the appropriate task row.
3. 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.
   

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