You can easily download the task list by following a few quick steps mentioned below with CaseFox. Login -> Tasks -> Download 1. Login to CaseFox. 2. Go to the "Tasks" tab present on the navigation bar. 3. Click on the "Download" button present in ...
Login CaseFox -> Dashboard -> Clients -> Trust Transactions -> Print Check 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Click on Clients from the sidebar. 4. Go to the sub tab trust transaction, a list ...
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 ...
Login -> Reports -> Task & Events -> Export Calendar List 1. Login to CaseFox. 2. Go to the "Reports" tab on the navigation bar. 3. Select "Task & Events" from the list. 4. Click on "Export Calendar List". 5. An Excel file will be downloaded into ...
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 ...