Add New Task

Add New Task

This subfeature enables users to create and assign tasks for a given case. It is a subset of cases where tasks act as building blocks that assist in the management and completion of a case.

To add a new task, follow these steps:

  1. Enter a specific case number to associate the task with the case.
  2. Select the following details:
    1. Case Number: Associate the task with a specific case
    2. Task Status such as Not Started, In Progress, or Completed
    3. Task Title: Enter the task title
    4. Assignee: Choose an assignee from a list of users
    5. Assigned Date: Enter the assigned date
    6. Due Date: Enter the due date
    7. Priority: Choose from options like High, Medium, or Low
    8. Reviewer: Enable the user to select a reviewer from a list of users
    9. Add Template or Click to Upload: Facilitates the user to select a predefined task template or upload based on the provided file format
    10. Mail Out Required: Indicate if a mail out is needed
    11. Add Video Conferencing: Indicates the option to add a video conference option, such as Google Meet or Zoom.
  3. Add Reminder provides the user with the ability to add extra reminders for the task.
  4. Click the Save button once done.

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