Tasks & Alerts

Assign Tasks & Alerts

The Casefriend Tasks & Alerts feature has been enhanced from the ground up to better support how attorneys and staff can benefit from this feature.

A Task is an action delegated to yourself or another user. A Task is associated with a Case and will either be Pending or Complete. Tasks is saved on the Case.

An Alert is alarm, similar to what you would set on your phone or clock. When the set time arrive you will be notified. You can snooze the alarm or dismiss it. An alarm is not saved once its time has passed and it has been dismissed.

In this Article

Create a Task

Create an Alert

Marking a Task Complete

Tracking Alerts

Creating a Task

To Create a Task, you must be in the Info section of a Case or a specific Event

Click the Task & Alerts tab and then click the New Task & Alert button

Fill out all the details about the Task and set an Alert if you like then click save Changes 

 

Create a Stand-Alone Alert

In some instances you may want to create an Alert without a Task.

Click the New Task & Alert button, enter a Title for your Alert and then only enter an Alert Date and Time. Click save. You will receive a notification in Casefriend when the alert date and time is met, and can manage all upcoming alerts from the Alerts Panel.

Tasks details

Title - The name of the Task or Alert. This will appear in the Task & Alert tab, Alerts Panel and the Casefriend Calendars. If you export the Task to Outlook it will be used as the Title.

Start Date/End Date - Set the days you will be active in your Task. The Current day will be set by default. You can change the end date to have a task span multiple days.

All Day - Select this option to set a task as an all-day task in the Casefriend calendar and Outlook or other third-party calendar

Start Time/End Time - Set the Start and End time for the Task

Alert details

Alert Date: Set the date to trigger the Alert

Alert Time: Set the time to trigger the Alert

Assign to: Assign the Task or Alert to a total of 3 members of your firm.

Managing Tasks

All Pending and Completed Tasks are available on the Tasks & Alerts tab of each Case an on the Task Manager.

Marking a Task Complete

Mark a Task as complete to track the progress of your work. 
Next to each task in the Tasks & Alerts tab is a checkbox. Once selected the Task is marked complete and grouped with other Completed Tasks

My Tasks

You can now track Tasks across all your cases from the Tasks Manager.

 

Alerts Panel

You can manage existing Alerts from the Alerts Panel. Here you can Dismiss an Alert or click Edit to modify the Alert.