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Task Management

How to Mark an Event or Task as Private
Marking an event as private blocks other users from viewing this event. Even if a user has permission to view your calendar, they will not be able to view t...
Mon, 6 Feb, 2017 at 10:09 AM
How to Link an Event or Task to a Matter
This feature is used when an upcoming event/task is related to a specific matter. You can add (and link) these events either in the Activities tab, under Ca...
Wed, 8 Feb, 2017 at 9:43 AM
How to View a Matter's Associated Events and Tasks
This feature is utilized when the user needs to view events and/or tasks specific to a matter. These events and/or tasks can also be viewed in the calen...
Wed, 24 May, 2017 at 9:50 AM
How to Add and Edit a Task
This feature allows the user to manage tasks within the application. Users can create a task, and link a task to a matter.  Start at the Activities pa...
Wed, 24 May, 2017 at 10:01 AM
How to View Completed vs. Pending Tasks
Users can view their tasks regardless of what status the tasks are in. Start at the Activities/Task section, or start at the Task section in the matte...
Tue, 9 May, 2017 at 9:31 AM
Tracking Pending Tasks from Calendar View
In Cosmolex, you can now keep track of and complete pending tasks from the Calendar tab. To do this, Go to Activities > Calendar > Calendar T...
Fri, 10 Feb, 2017 at 12:03 PM
How to Set/Edit a Task's Priority, Completion Status, and Color
The user can set the importance of a task, how much of the task has been completed, and the color to differentiate various tasks. Begin creating or e...
Wed, 8 Feb, 2017 at 10:08 AM
How to Assign a Task to Another User
Users can create tasks and assign them to other users to complete. Begin creating, or editing a task By default, the name of the logged in user ...
Wed, 8 Feb, 2017 at 10:13 AM