How to add a new task (in Task Group)?
Login -> Settings -> General -> Task Group -> Add Task
1. Login to CaseFox.
2. Go to the dashboard, to the left corner you will find the sidebar.
3. Select settings from the sidebar and go to general.
4. Click on the subhead “Task Group”.
5. Towards the right-hand side of the task group, you will find a “Plus” icon.
6. To add a task, click on the icon and fill in the details.
7. Click on save.
Related Articles
How to create a new task group?
Login -> Settings -> General -> Task Group -> Add Task Group 1. Login to CaseFox. 2. Select "Settings" from the navigation bar. 3. Then click on the "General" option. 4. Click on the "Task Group" from the options. 5. Then click on the "Add Task ...
How to add a new task?
You can easily add a new task by following a few quick steps mentioned below with CaseFox: 1. Log in to CaseFox. 2. Click on the "Tasks" tab in the navigation bar. 3. Locate the "Add Task" button on the right side. 4. Click the "Add Task" button and ...
How to copy a task group?
Login -> Settings -> General -> Task Group -> Copy task 1. Login to CaseFox. 2. Click on the "Settings" tab present on the navigation bar. 3. Select the "General" option from the list and then click on "Task Group". 4. Towards the right-hand side of ...
How to delete a task group?
Login -> Dashboard -> Settings -> General -> Task Group -> Delete task 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to general. 4. Click on the subhead “Task ...
How to add UTBMS codes to task groups?
Login -> Dashboard -> Settings -> Manage -> UTBMS Codes -> Add Group 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Select settings from the sidebar and go to manage. 4. Under manage, you will find UTBMS ...