How do I know if a Task I assigned to someone has been completed?
When creating the task, there is an option for the creator to be notified when the Task is completed or overdue. If the Task isn't completed by the set due date, you will be notified. You can also check by using the advanced search in Tasks. You can access this by clicking on the downward arrow next to the search bar. Select your name in the "Assigned By" bar (either start typing or selecting it from the drop down menu), and the other person's name in the "Assigned To" bar. From here you can see all of the Uncompleted Tasks and the Completed Tasks you have assigned to them.
How Do I Create a Task Template?
If you are looking to create a template with multiple steps that need to be completed, you can create and edit Task Templates by going to Task Template List. This is accessible through the Task section (there is a Task Templates link on the colored ...
How Do I Convert an Email to a Task?
If you are in an Email and the contents require you or a colleague to complete a Task, you can convert that Email to a Task quickly and easily within Zola Suite! Navigate to the Email Section Find the email you would like to convert to a Task and ...
How Do I Open Attachments From Tasks?
When you get assigned a Task there may be some Zola Documents attached to it. In order to open these Documents you must: Go to the Task and click on the 3 vertical dots to the right and select Edit Now you will want to click on the Attach Zola ...
Do I get a notification when a task is completed or is overdue?
When creating a new task, you have the option to receive a notification when a task is overdue or completed. You must select these options if you want to receive the notifications. To activate this option: Create a new Task Assign a user Under Alarm ...
What is a "Task Template"?
If you are like most firms, many of your cases follow a consistent process. To make case management a bit more efficient, you may consider creating a task group which is series of sub-tasks that is remembered for future cases and can be carried over, ...
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