You can now access tasks directly from your Dashboard. This allows you to see at a quick glance all relevant tasks and easily filter by status, assignee and due date.
To view tasks navigate to the dashboard and scroll to the “Tasks” section.
Under “All Tasks” you can view all tasks for the cases you have access to or toggle to see only the tasks “Assigned to me”
You will be able to view the Case Name and Task Detail and also sort the task list by:
- Status (All, Completed, In Progress, Not Started)
- Assigned
- Due Date
This will allow you to quickly view any upcoming or overdue tasks, as well as who is assigned to ensure timely completion.
Permissions:
You can only see tasks associated with the cases you have access to.