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Archive All Case Tasks
Archive All Case Tasks
Updated over a week ago

How to close all open tasks on a closed case. This can be helpful for a case that was dropped or subbed out, especially if your team is utilizing automated tasks.

  • NOTE: Case must be in a “closed” or red status in order to archive all tasks. Tasks cannot be unarchived.

  • Go to the Tasks Tab in the desired case.

  • Click Archive All Tasks on the top left of the screen.

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  • A pop-up window will appear.

  • Click Archive.

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  • All tasks on that case will be archived and will no longer appear on users' task lists.

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