Setting up tasklists in advance saves you time from having to create and assign tasks to cases and team members.
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To get started, go to Settings, then click on System.
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Go to Templates, then Task.
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Add a Label for the Tasklist, then click on Add Tasklist.
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Select the tasklist you want to edit from the drop-down menu on "Step 2 - Manage Tasklist", then click on "Modify Tasks".
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Click on the plus (+) icon, then add the new task to your existing tasklist. You can add a title, due date, and set a priority level for each task. After that, click on "Save".
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You can rearrange the order of tasks by clicking and dragging them accordingly. You can also click on "Edit/Delete" if you want to make changes to any tasks on the list.
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Once you're done, you can map your tasklist to specific immigration programs.
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Once you reload the page, you'll see that the tasklist has been mapped to the immigration programs you've selected. You're done!
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Whenever you add/start on a new case, tasks will be automatically assigned to you and your team based on the tasklist you made and what immigration programs it's mapped to. You will get a notification saying tasks have been auto-assigned. You can view/access these via the Tasks menu on the home page.
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You can also add and assign tasks via the Home Page. To get started, go to "Tasks" on the Main Menu.
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Click on "New Task".
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Add all the necessary details for the task, then once you're done, click on Save.
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You can also Add Notes, Archive, or Delete each entry on the Task Manager respectively.
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To add and assign tasks via the Case Details page, go to "Cases on the Main Menu. Go to the case you want to work on, then click "View Case".
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Click on "Tasks", then click on the plus (+) icon.
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Add all the necessary details for the task, then once you're done, click on Save.
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You can "Edit" and "Delete" each task entry on your list.
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You can check/uncheck the box next to the task to mark it as "Complete", like so:
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