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MyCase's task & to-do features make it easy to create, delegate, and manage both your personal and firm agendas.

Tasks Overview [w/ VIDEO]

From the dashboard, tasks page, or quick add menu, click New Task to display the Add Task window.

Creating a New Task

Creating a New Task for your Client

The Mark All As Read tool makes it easy to mark all of your unread tasks as read (with the click of a button).

How do I mark all tasks as read?

MyCase lets you easily view and manage the tasks that are assigned to other firm users.

Viewing tasks assigned to other people at my firm

How do I assign a task to someone else at the firm?

Never forget another important task or to-do item ever again!

Task Reminders

Clark

Ben Q

Crystal Lindsey

The articles in this section outline task management in MyCase. Topics covered include adding & editing tasks, task reminders, marking tasks as read, and more! 

Tasks

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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