Assigning Tasks - cb Intake

How to assign a Task in cb Intake.

To assign a Task to a person in Casebook on an Intake Report, follow the steps below: 

  1. Navigate to the Intake Report that you wish to create a Task for. 
  2. Either use the Left-hand Jump Navigation Menu or scroll down to the Tasks Section
  3. Select the + Icon to add a new Task.
  4. Enter in information regarding the Task, such as the Task Name, Due Date, Assignee, and Task Description.
  5. When you are finished and ready to assign the task, select Add Task

    Screen Shot 2021-12-06 at 9.18.36 AM

Note: Currently, coworkers can only accept their colleague's work if they have the same roles.