How to copy a task group? - CaseFox | Task Management

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 the task group, you will find a “copy” icon.
5. To copy a task, click on the icon.

    • 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 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 edit the task group name?

      1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. From the list (left side), select "General." 4. Under General, click on the "Task Group" option. 5. You will find the list of task groups. 6. To edit a desired task group ...

    • 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. ...

    • How to copy a payment to xero?

      Login CaseFox -> Clients -> Select a Client -> Billing -> Three Dots -> Copy to Xero 1. Login to CaseFox. 2. In the navigation bar, go to the "Clients" tab. 3. Select the client for whom you want to copy a payment to Xero. 4. Navigate to the ...