Tasks
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 print a task list?
You can easily print the task list by following a few quick steps mentioned below with CaseFox; 1. Log in to CaseFox. 2. In the navigation bar, click on "Tasks" tab. 3. Towards the right you will find a "Print" button. 4. Click on the "Print" button ...
How to search for tasks?
You can easily search for tasks by following a few quick steps mentioned below with CaseFox; 1. Log in to CaseFox. 2. In the navigation bar, click on "Tasks" tab. 3. Towards the right you will find a search bar. 4. Type the name of the task you want ...
How to check for pending tasks?
You can easily check for pending tasks by following a few quick steps mentioned below with CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on "Tasks." 3. Select the "LATE" sub-tab. 4. You will see a list of all the pending tasks.
How to check the list of all tasks?
1. Log in to CaseFox. 2. In the navigation bar, click on the "Reports" tab. 3. Then, select "Task & Events" from the list. 4. Click on "Today's/Upcoming Tasks" to download all the tasks.
How to check for completed tasks?
You can easily check for completed tasks by following a few quick steps mentioned below with CaseFox: 1. Log in to CaseFox. 2. In the navigation bar, click on "Tasks." 3. Select the "Completed" sub-tab. 4. You will see a list of all the completed ...
How to download a task list?
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 ...
Popular Articles
How to create a tag?
Login -> Settings -> Manage -> Tags -> Add Tags 1. Log in to CaseFox. 2. In the navigation bar, click on the "Settings" tab. 3. Select the "Manage" from the list. 4. Under Manage, select the "Tags" option. 5. You will be redirected to a new window ...
How To Get Questions Answered
1. If your question is related to your data, please click on "Add Ticket" link to send the question to us. 2. If your question relates to general use and if you believe the answer may be helpful to other users, please click on "Forums" link in the ...
Vendor Management /Account Payable
In addition to timekeeping and invoicing features, CaseFox can also be used for maintaining and managing your vendor data, vendor invoices, and payments. Accounts payable is money owed by you to your vendors. CaseFox keeps track of your account ...
Client Intake Form
This feature is only available in the new UI. You may create or customize your own client intake form or contact us form and post the URL on your firm's website to enable visitors to send your queries. Submitted data will be available in your CaseFox ...
Editing Invoice
An invoice can be edited simply by editing notes (time/expense entries). Alternatively, the invoice may be deleted and recreated. After editing one or more notes that were previously added to the invoice, simply download the invoice again. No other ...