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Create A Task In ZenCase
Create A Task In ZenCase

How To Create Tasks In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over 2 months ago


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.
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