CASEplan tasks will automatically be generated any time a case is changed to a corresponding case status or meets a Before or After date requirement set in the CASEplan.

Any CASEplan tasks can be re-assigned, edited, or deleted on the Tasks Tab of a case.

If a CASEplan task has a later trigger date, the task will not show up on the user's Task Management page until the time specified, however, all tasks can be seen on the Task Tab of the case.

Navigate to the

Icon in the top right corner of your account and select CASEplan.

Select Add Task on the top right corner.

In the Add Task pop-up window, you will be able to create your task-specific to your firm's needs.

Select which Case Status you would like this task to generate in, specific Case Types, priority status, the task itself, due dates, who it will be assigned to, trigger dates, and the CASEplan status.
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NOTE: It is recommended to only create CASEplan tasks with case statuses from Pre Litigation and on. When creating a CASEplan task with an Intake Status, the task will be triggered every time a new case is created. Always confirm that the assignee role is filled out in the case's Worker Assignment section, or the task will be assigned to the Supervising Attorney by default.