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From any tab of a case, click 't' on your keyboard or click on the arrow to the right of the case status and select Add Task.

- From any tab of a case, click 't' on your keyboard or click on the arrow to the right of the case status and select Add Task.

Use the drop-down menu under Direct To to assign the task to someone else or yourself.

NOTE: You must choose someone to direct the task to.

Tasks will automatically set priority to Regular. To change the priority of a task, use the drop-down menu where it says Regular.

To set a due date on a task, click on mm/dd/yyyy and type or choose the date from the calendar

Optional: Select a Trigger date. Until the trigger date, the tasks will remain in the Future Tasks category and will not show up as an Open Task until the trigger date you selected.

- A pop-up window will appear.
- Type your task into the box.
- Use the drop-down menu under Direct To to assign the task to someone else or yourself.
- NOTE: You must choose someone to direct the task to.
- Tasks will automatically set priority to Regular. To change the priority of a task, use the drop-down menu where it says Regular.
- To set a due date on a task, click on mm/dd/yyyy and type or choose the date from the calendar
- Optional: Select a Trigger date. Until the trigger date, the tasks will remain in the Future Tasks category and will not show up as an Open Task until the trigger date you selected.
- Click Save.

The person who is assigned will receive a notification of the task, and it will be added to their task list. If you added a due date, it will appear on the user’s calendar, as well as the case calendar.

- The person who is assigned will receive a notification of the task, and it will be added to their task list. If you added a due date, it will appear on the user’s calendar, as well as the case calendar.

How to add a task to a case.