Create a task that is not related to a case. This can be helpful for general office tasks such as ordering office supplies.

Navigate to the Task Management page (checkmark icon) at the top right corner of your account.

Select New Task.

In the pop-up window, add-in task details. Since you are creating this task inside of the Task Management Center, the task will not be affiliated with a case. To create a case-specific task, go to the desired case, and add a Case Task.

You can direct the task to the desired user, CC other individuals at the firm, prioritize, set a due date, and set a reminder for this task just like any other task.

Click Save.

The task will now show on the Task Management page of the worker to whom the task was assigned.