AutoDrive Tasks — Case Tracker

Case Tracker

AutoDriveCRM

Due date Created Assignee Priority Bucket sort

Show subtask due dates Cases Subtasks

Client Open in CRM ↗

Stage / Status

Case details

Description

Assignee

Priority

Start date

Due date

Tags

Subtasks

Internal case notes (saved separately from the description)

Name

Badge #

Phone Number

Fax Number

The IRS agent assigned to this case. Saved with the case (Save button below).

Manager details

Manager Name

Manager Badge #

Manager Phone Number

Manager Fax Number

The agent’s manager — for escalations. Saved with the case (Save button below).

Unsaved changes

You've made changes to this case. Save them before closing?

Automation

This automation ships with your template — its text updates with template releases. You can toggle each item on or off and set how many days each subtask is due after it’s created.

When a card enters…

Status

Also run when a case is created in this stage

Do these things (in order)

Add Column

Column name

Color

Pin as the first stage Template-only: when published, this stage stays first on every client bucket — it can’t be rearranged or deleted there.

Custom fields

Up to 6 per bucket. Fields marked “On card” show on the bucket’s case cards.

On card

Arrange stages

New bucket

Name

Description

Start from

Email notifications

Choose which Case Tracker emails you receive. In-app notifications stay on either way.

AutoDrive Tasks

Private preview — enter the access password.