Add a Non Case Related Task

Create a task that is not related to a case. This can be helpful for general office tasks such as ordering office supplies. 

• Navigate to the Task Management page (checkmark icon) at the top right corner of your account.
• Select New Task.

• In the pop-up window, add-in task details. Since you are creating this task inside of the Task Management Center, the task will not be affiliated with a case. To create a case-specific task, go to the desired case, and add a Case Task.
• You can direct the task to the desired user, CC other individuals at the firm, prioritize, set a due date, and set a reminder for this task just like any other task.
• Click Save.
• The task will now show on the Task Management page of the worker to whom the task was assigned.