Add new events and tasks : Orbit Asset

Add new events and tasks Print

Modified on: Mon, 6 Sep, 2021 at 4:47 PM

Orbit Asset allows you to create “Events” (e.g. “Office action”), to which you can add “tasks” with deadlines (e.g. "Reply to Office action").

There are 2 main ways to add an event and its associated tasks to Orbit Asset (via the + button OR via the family view):

Then you follow these steps for adding one or several deadlines:

> See article on 'Case manager' to learn how to assign a case and its related tasks to another user

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