Tasks serve as your to-do list when advancing a case, and they play a vital role in communicating milestones and progress to clients.
Here's what you can do with tasks:
Add Tasks
Include task titles and descriptions to outline the work required. Click on the "+" button on the Tasks modal or click the "+" button on the top right section.
Set Due Dates
Assign deadlines to tasks to stay on track.
Assign Task Assignee
Allocate tasks to specific team members for clear responsibility. Simply click "+" button on the Members section. Then click Add/Remove button to assign/unassign members.
Create Email Reminders
Set up reminders for upcoming tasks to stay organized. Type the email of the intended member then set the reminders time.
Update/Delete Tasks
Modify or remove tasks as needed.
Set Tasks as Milestones
Mark tasks as milestones for clients to view in their portal. Simply toggle on the switch button in the View Task modal.
Add Tasks Stickers
Group information on all tasks you have. Click the stickers icon then add/update stickers as you need.
Assign tasks to more cases
Assign your tasks to multiple cases for efficient task management.
Add Comments
Communicate with other team members or leave thoughts about the tasks.
Create Subtasks
Break down main tasks into smaller subtasks for better organization.
Notes:
Verify your timezone before setting task reminders.
By using FastVisa's task management capabilities, you can efficiently progress cases and ensure seamless communication with clients.