Tasks

Tasks

CaseFox can help you manage your firm's tasks.  Tasks are maintained separate from calendaring events.  If your account is linked to your Google account, tasks created in CaseFox are automatically synced to Google Tasks.  Tasks can be associated with cases or may be created standalone.  Tasks are created and maintained by going to Tasks tab.  Upcoming tasks are also displayed on your account dashboard (admin users can view all tasks or may toggle to their own tasks).  Tasks that are associated with a case are also listed under "Other Info" tab of the case. Upcoming tasks, late tasks and completed tasks are maintained separately for easy task management.

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    • Tasks and Events Not Syncing with Google?

      Visit Settings/Tools/Reports. Scroll down the page and find "Google Settings" on the left side bar. On the right side, link your account to Google. If already linked, unlink and link again. Re-linking may be required after you change your Google ...

    • Integration List

      Law Pay Xero QuickBooks Online QuickBooks Desktop Google Drive Google Calendar Google Tasks Google Email (sending) Office365 Calendar Office365 Email (sending) OneDrive Box Dropbox PayPal For Accepting Payments

    • How Do I Delete a Task

      Open the Tasks module. Find the task you wish to delete. Click the Delete (🗑) icon or select Delete Task. Click "Yes" or "Confirm" to permanently delete the task. Refer to the image