Practice Pro

How To View Tasks And Save Custom Filters In Practice Pro (formerly ZenCase)

View Tasks And Save Custom Filters

How To View Custom Information For A Task In Practice Pro (formerly ZenCase)

View Custom Information For A Task

How To Find A Task By Search Or Filtering In SurePoint Practice Pro

Find A Task In SurePoint Practice Pro (formerly ZenCase)

How To Create Tasks In SurePoint PracticePro

Create A Task In SurePoint PracticePro (formerly ZenCase)

How To Create And Use Task Blueprints To Populate Tasks For A Matter In Practice Pro (formerly ZenCase)

Create And Use Task Blueprints

How To Edit A Task On A Matter In SurePoint Practice Pro (formerly ZenCase)

Edit Task On A Matter

How to Add Memos to Tasks in Practice Pro

Add Memos to Tasks

How to Add Task Dependencies to a Task in Practice Pro

Add Task Dependencies to a Task

How To View History Audits For A Task In SurePoint Practice Pro (formerly ZenCase)

View History Audits For A Task

How To Delete A Task In Practice Pro (formerly ZenCase)

Delete A Task

Christine Clark

Daryna Chorna

How To Create And Manage Your Tasks In ZenCase

Manage Tasks

www.zencase.com

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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