When you add a new task to a case you will have to name it. Normally, you will choose a name from the drop-down list. But there may be times when you have to add a unique name. However, remember picking from a list is a sure way to ensure efficiency, consistency, accuracy. If you would like custom lists please contact Client Services.
Naming a Task
- Open a new task window by clicking on the + button on the TASKS window. The New task window will appear.
- Click on Task name to show the drop-down list.
- Place your cursor on Task name and enter the new name. In this case it's "Meet with Client Family." Click out of the field.
Note:DO NOT press <Return>. Pressing <Return> will select a name from the drop-down list.
- Complete filling out the task window. Click ADD to save the task.
