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task templates

A collection of 2 posts

trackops

Feature Spotlight: Task Templates

Do you have tasks that you always need to get done, every time you create a new case? Using the task template feature in Trackops can create these necessary tasks automatically. All that's left is for you to assign your staff to task. Configuring Task Templates Learn about this and

  • Lou Adducci
Lou Adducci Jan 19, 2017 • 1 min read
youtube

Trackops October Video Round-up

Improve your Trackops experience by applying these tips and tricks from our YouTube channel. We rounded-up the most recent tutorials and Quick Tips to help you to apply some polish to your case management skills. Adding an Affiliate Contact It’s not unusual to bring an an attorney or third

  • Lou Adducci
Lou Adducci Oct 27, 2016 • 1 min read
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