Assign a task

Create tasks on a case and assign them to a team member or client to help your cases stay on-track and be prepared for the next hearing.

1. Open the matter and go to Tasks tab.
2. Click +Add and select Task.
3. Write a title (required) — be specific enough that the assignee knows what to do.
4. Set a due date (optional). Once it passes without completion, the task flags as Overdue.
5. Choose who to assign it to — a staff member or, in some cases, a client. They'll be alerted that a new task has been assigned.
6. Set visibility. When you assign a task to someone the default visibility is Professionals Only.
7. Click Create Task.

Notes:

• Create a checklist by adding Subtasks.

• Star urgent items.

• If you create the task only you or an admin can delete it or adjust its visibility. Anyone on the case team can mark it complete.

Trouble? Contact your case worker or email support@getsunlight.org.