Quick Add Task
There are two ways that you can add a new task in ZenCase.
The first option is to use the Quick Add "+" icon next to your name in the top navigation menu and select "Task" from the quick add menu.
Add Task From Tasks List Page
The second option is to go to the Tasks list page. From the left navigation, click "Tasks" or the checklist icon.
Once you are on the Tasks list page, click the "Add Task" button.
After you click the add task button, then you will see a new window which you can fill out your task information and click "Save"
Please Fill Out The Following Fields To Create A Task:
Task Name (Required)
Search and Select a "Client" from the dropdown. (Required)
Search and Select "Matter" from the dropdown. (Required)
Task Type is optional unless required by your firm administrator
Description is optional
Assigned To
Priority
Status
Fee Type
Budget Hours
Budget Amount
Start Date
End Date
Enforce Deadline
Tags
External Link
After you've successfully created a task, you should see your new task in the tasks list table on the Tasks list page.
Import Tasks for ZenCase Admins
If you are an admin in ZenCase, you also have the ability to import tasks into ZenCase via a CSV file.
Visit the Import Members, Contacts, Matters, and Tasks page for more information.
If you have any questions, please let us know!