Here is the instruction about how to set task notifications for the Case Manager. Such setting includes 2 steps: Step1: Assign the case manager to their cases (via an Administrator or Attorney Account user); Step2: Go to Notification Center for notification Setting - Task Update.
Step1: Assign case manager in a case: 1. Please go to a subject case and open the Checklist Tab 2. Click Assigned Attorney/Paralegal to see the drop-down list; 3. Click the name of the case manager and save.
Step2: Notification Setting In Neutrinet, once the case manager has been assigned to a case, he/she would automatically see the in-site reminder. Apart from in-site reminders, the case manager can set email notifications in the notification center.
Generally, here are 3 types of settings for task updates. 1, No-email notifications: In-site reminders only. 2. Daily Email Notification: Deliver a notification summary once a day. 3. Immediate Email Notification: Deliver email notification every time the client upload/revised the tasks.
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