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.

You can view the events and tasks associated with a matter. View a Matter’s Calendar Events

You can mark an event or task as private when you add it to your calendar. This prevents other users from seeing it whether or not they have access to your calendar.

You can link an event or task to a matter from the Calendar, Practice Management, and Matter Details screens.

Workflows allow you to create and group tasks to track the progress of a specific process, such as a real estate closing or a court proceeding.

Comments allow you to communicate with firm users regarding tasks. From Matter Details

You can track and complete pending tasks from the Calendar tab. View Pending Tasks from the Calendar