video1.0<iframe src="https://www.loom.com/embed/fb91b40e5b4d41dfa7ce04a885a1cffe" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/fb91b40e5b4d41dfa7ce04a885a1cffe-0bd407f92d11eb98.gif110.052In this video, I’ll guide you through the process of assigning tasks within your case plan, whether it's for you to track or for your client to complete. You can easily add a task from your dashboard by tapping the task button or the quick add button after opening a case. Simply name the task, assign it to yourself or your client, set a due date, and click Add. After that, you’ll see all your tasks and those assigned to your clients on your dashboard. Remember, assigning tasks is a great way to stay organized, especially after court or team meetings, so I encourage you to implement this practice.