Accessing Tasks in the Hopper 

The Hopper is always available on the right side of your screen. Use the Tasks tab to stay on top of your to-do list in one convenient location.

❓ When to Use

Use the Tasks panel whenever you need to:

• Review upcoming tasks assigned to you
• Mark tasks as complete
• Quickly open tasks in their related case

📘 Learn more about Tasks

✅ What It Does

The Tasks panel displays all pending tasks by default. From here, you can:

• View upcoming tasks
• Switch to previous pending tasks using the dropdown filter
• Mark tasks as complete with one click

⚠️ Completed tasks are available on the My Tasks page and will not appear in the Hopper.

1️⃣ How to Access the Tasks Panel

• Click the Tasks icon when the Hopper is collapsed
• Or click the Tasks tab when the Hopper is open

Task icon in collapsed Hopper	Tasks from an open Hopper

2️⃣ Viewing and Completing Tasks

From the Tasks panel:

• Click the Task date to open the task in its case
• Click the checkbox to mark the task as complete

✅ Key Benefits

• Centralized view of all pending tasks
• Quick access to task details without leaving your case
• Streamlined task completion and case management