- Login to your CaseActive account and click on Hub in front of the hub in which you want to create a task.
- Click open on the case in which you want to assign a task.
- Click on tasks.
- Where you fill in find + New in the right corner, click on it.
- Here, you can either create a task from scratch or use one from a template. Fill in the details according to your requirements, then click on more options for further specifications.
- After everything is set according to your preference, press the “Create task” button.
- After you have created a task, click on it.
- Here, you shall find the option to create a subtask by clicking on it.
- Now add the details of the sub-task and hit Save.
- Now click on the subtask and select who to assign it to.
