Overview
No matter where you are in the system, you can always add a new item to MyCase without leaving the screen you are working on.
For example, you are editing an invoice. A client calls, and you need to schedule a follow-up task. Instead of leaving the invoice, go to your task list, add the task, and then find your way back to the invoice you were working on you can just use the Add Item menu!
Steps
Click the + Add Item icon toward the top-right corner of the screen.
Click the item you would like to add to the system.
Follow the steps.
Once you are done, your item will be added, and you can continue the work you were doing previously!