Task can be found in the Activities view on Main, Case, Client, Payer and User cards.
Activities-view allows the user to manage Appointments and Tasks within the application.
To create a new Task, open Case-card “Activities”-view, in the action-bar you should see the button “Add Task”
You will now see Create Task dialog appear, continue by filling in Description, Start-date and Duration of the Task.
The option “Time reported on this activity is Billable by default”, means that if selected all time spent on this Task should be billable.
Finally add Responsible Person for the Task and location.
Then press “Create Activity” to create the Task.
Now you should see your appontment in the agenda view, as can be see bellow