Adding a New Task

From the Main Menu

You can create a new task from anywhere in MerusCase.

1. From the Tasks section of the main navigation bar, click New Task.

2. Fill out the task info:
   • Assigned To: The individual responsible for ensuring that this gets done.
   • Due Date: The date by which the task must be completed. This field is not required.
   • Priority: The priority setting conveys how urgent the task is.
   • Case File: Optional. Tasks can be linked to a case, with their creation and completion being displayed as activities in the linked case’s Activity tab.
   • Description: Information salient to the task.
3. Click Save once all required fields have been entered.

From Browse Tasks (Firm/Case) and My Tasks (All/Case)

1. Click on the Add Task button.

2. Fill out the task info:
   • Assigned To: The individual responsible for ensuring that this gets done.
   • Due Date: The date by which the task must be completed. This field is not required.
   • Priority: The priority setting conveys how urgent the task is.
   • Case File: Optional. Tasks can be linked to a case, with their creation and completion being displayed as activities in the linked case’s Activity tab.
   • Description: Information salient to the task.
3. Click Save once all required fields have been entered.