How to change details of a CASEplan task such as the trigger date, description, assignee, case type, priority, or case status.
- NOTE: This can only be done by a firm administrator or a user with the CASEplan advanced permission.
- Navigate to the
Icon in the top right corner of your account and select CASEplan.
- Find the task you want to edit by using the filters, search box, or scrolling.
- Click on the arrow at the end of the task row.
- Select Edit from the drop-down menu.
- A pop-up window will appear.
- Make the desired changes.
- Click Save on the bottom right of the pop-up window.
- The changes will be reflected on the page.
- NOTE: The changes will automatically apply to cases moving forward, however, CASEplan tasks that have already been generated will not be modified.
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