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Managing Tasks in the Companion Case Management Module

Tired of bringing your planner and calendar? Do you wish to know what your tasks are to be done in an instant? We got you!

With Doobert’s Companion Case Management, you can easily view all the tasks that are currently assigned to you. Additionally, every time someone mentions you in a task, you will receive an email notification to keep you in the loop. Here’s how you can manage your tasks in CCM.

Step 1: On your dashboard, click on the ‘Companion Case Management’ tab then click on ‘My Tasks’.

Step 2: To mark the tasks as read or unread from your dashboard, click the tick button.

Step 3: To search for a task from a specific case, type the name or number of the case in the text box and click the search button.

Step 4: You can filter your tasks by the due date, read or unread status, and tasks on specific dates. 

Step 5: To see the case number you are working on, click the task listed on your dashboard and the case number will be displayed on the right-hand side of the page.

With this feature, you will be more efficient in finishing your mission of saving more animals! 


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