Navigate to the Tasks Tab.

Click New Task

A pop-up window will appear.

Use the dropdown menu under Direct To to assign the task to someone else or yourself. A task must be assigned.

Change Priority with the dropdown arrow.

Select Due Date.

Enter a Trigger Date if applicable.

Turn Reminder On.

Select Date, Time, and the user who should receive the reminder.

Click Save.

The Directed To worker will receive a notification of the new task.

Once the task is completed whoever originally assigned the task will automatically be sent a message that the task has been completed with any additional notes.

NOTE: Users may also add a new task by selecting Add Task from the green drop-down arrow on the right side of the case or by selecting the "t" key on their keyword.