Once a task or sub-task has been created in CaseActive, CaseActive also allows you to edit it in case of errors. Learn how to make a task or sub-task from from here.
Follow the following steps to Edit a task:
- You can access the user case dashboard of the case in which you want to make edits to a task or sub-task.
- Now, go to the “Tasks” section from the case categories, locate your targeted task, and click on “Edit settings” in the drop-down menu.
- Make the necessary edits and click update task.
Follow the following steps to Edit a subtask:
- Access the user case dashboard of the case in which you want to edit a sub-task.
- Now, go to the “Tasks” section from the case categories, locate your targeted task, and click on “Edit task” in the drop-down menu.
- Now, to attach files to the task, click on Attach file. The Add Child task allows you to add new sub-tasks. To edit already added sub-tasks, click on the edit button corresponding to the said subtask. You can also delete them by clicking on the respective delete button.
