Tasks

What you see on this tab

A table of tasks. The columns are: title, status, priority, due date, assignee, and the case or session the task is linked to. Click a task to open it.

Add a task

1. Click + Add task in the top-right.
2. Type the title and description.
3. Pick a due date, priority and assignee. To link the task to a case, pick the case from the Linked record dropdown.
4. Save. The task appears in the table and on the case's Tasks tab.

Mark a task complete

1. Click the empty circle next to a task title. The task moves to Done.

Field reference

Title *

Verb-led description.

Due date

Overdue tasks are flagged red.

Priority

Low, Medium or High.

Status

Todo, In progress or Done.

Assigned to

Coach, contact or unassigned.

Linked record

Optional: link to a case, session or contact.