Task Management

CosmoLex's Task Management Support

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, 23 Apr, 2018 at 5:50 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...
Mon, 23 Apr, 2018 at 5:55 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...
Sun, 15 Apr, 2018 at 10:53 PM
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.   Adding a Task Click...
Mon, 23 Apr, 2018 at 6:01 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 matter...
Sun, 15 Apr, 2018 at 11:05 PM
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...
Mon, 23 Apr, 2018 at 6:11 AM
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...
Mon, 23 Apr, 2018 at 6:16 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 is...
Wed, 23 Aug, 2017 at 5:11 PM