Creating and Managing Tasks
Tasks are used to organize workflows, facilitate collaboration, and enable efficient deadline management. They monitor progress, foster accountability, and document actions for auditing, contributing to overall efficiency in handling legal matters.
Add a Task
You can add a task from several places within the application:
From Quick Action
- From the toolbar atop any page that you are in, click Quick Action.
- From the drop-down, click Task.
- Enter the Task details.
- Once you’ve entered all of the task details, in the top right, click Save.
From Practice Management
- From the left navigation panel, click Practice Management.
- From the Practice Management menu, click Tasks.
- From the toolbar atop the screen, click Add Task.
- Enter the Task details.
- Once you’ve entered all of the task details, in the top right, click Save.
From Calendar
- From the left navigation panel, click Calendar.
- In the right drawer on the calendar screen, click Tasks.
Note: You can use the arrow at the bottom of the drawer to extend it. - From the toolbar atop the panel, click Add Task.
- Enter the Task details.
- Once you’ve entered all of the task details, in the top right, click Save.
From Matter
- From the left navigation panel, click Matters.
- Once you’re on the Matters screen, double-click a matter to view its details.
- From the tabs on the matter’s summary section, click Matter Management.
- From the tabs on the Matter Management section, click Tasks.
- From the toolbar, click +Add Task.
- Enter the Task details.
- Once you’ve entered all of the task details, in the top right, click Save.
Add Task Screen Fields
| Task Name | Enter the task name. |
| Start Date | From the drop-down, click the task start date. |
| Due Date | From the drop-down, click the task due date. |
| Estimated Hours | Enter the estimated hours. |
| Actual Hours | Enter the actual hours. |
| Mark this task as private | If desired, check this box to block other users’ ability to view the task. |
| Share via Client Portal | You will see this option if you have the client portal enabled for the matter |
| Link to Matter | Take the appropriate action:
|
| Billing Status | From the drop-down, click the billing status. Note: If you mark this task as Billable, you will see the checkbox, Create timecard for this Task. If you check the box the system will automatically create a timecard for this task based on the rate of the Primary Assignee selected. |
| Primary Assignee | From the drop-down, click the primary assignee. Click Add Additional Assignee to add them when applicable. Any users restricted by the Ethical Wall will not be displayed in the drop-down.
Important: Only the Primary Assignee receives email reminders. |
| Notifications | Click Add a Reminder. Use the drop-down and entry fields to set your reminders. |
| Description | Enter a task description. |
| Custom Labels | Click Add a Label to add labels, if desired. |
| Task Options | Use the Status field’s drop-down to click a status. Once you have completed a task, click Done. This will remove it from the task list. Important: Once you complete a billable task, you must:
|
| Priority | Use the drop-down to select from Low, Medium, or High. |
| Task Color | Click a color to assign it to the task, if desired. |
| Send an Email When the Task is Completed | Uncheck the box, or leave it checked. |
Delete a Task
To delete a task:
- From the left navigation panel, click Matters.
- Once you’re on the Matters screen, double-click a matter and scroll down to view its details.
- From the tabs on the matter’s summary section, click Matter Management.
- From the tabs on the Matter Management section, click Tasks.
- To delete the task, click on the three dots to the right of the task.
- A warning box will appear that reads “Are you sure you want to delete the selected Task?“
- Click ‘Delete‘; the task will be deleted and cannot be recovered.
Viewing Your Tasks
To see all of your tasks:
- From the left navigation panel, click Dashboard.
- From the tabs atop the Dashboard screen, click Me.
Here, you will find a comprehensive list of all tasks assigned to you.
Viewing All Tasks
To view all tasks, from the left navigation panel, click Practice Management and from the menu, select Tasks.
Utilize the filter icon to sort by Primary Assignee, status, billable status, and more. After filtering, click the save icon at the top to preserve this view for future quick access and reference if desired.
Mark Task as Completed
Once you have completed a task, you can mark it as done from several places in the application.
From Calendar
- From the left navigation panel, click Calendar.
- In the right drawer on the calendar screen, click Tasks.
Note: You can use the arrow at the bottom of the drawer to extend it. - You have two option to mark the task as completed:
- Check the box beside the task that is completed to remove it from the task list. or
- Click the pencil icon beside the task, and on the Edit task window from the Status field’s drop-down, select Done.
Your task will be removed from the list of tasks.
From the Dashboard
- From the left navigation panel, click Dashboard.
- From the tabs atop the Dashboard screen, click Me.
- From the Pending Tasks list on the Me Dashboard, select the task you wish to mark as completed.
- Click on the three dots at the end of the task’s row and from the drop-down either:
- Complete Task to remove it from the task list. or
- Click Edit Task Details, and on the Edit task window from the Status field’s drop-down, select Done.
- In the top right of the window, click Save.
Your task will be removed from the list of pending tasks.
From Matters or Practice Management
- Access the task screen from Practice Management or Matters.
- From the list of tasks select the task and click on the three dots at the end of the row and from the dropdown, click Edit.
- On the Edit task window from the Status field’s drop-down, select Done.
- In the top right of the window, click Save.
Your task will be removed from the list of pending tasks.