CaseActive Team
by CaseActive Team

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 scratch or use a template 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.

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