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
From the Matter
- Navigate to the Matters section using the left navigation panel.
- Once you’re on the Matters screen, either double-click on a matter or single-click to highlight it, then 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.
- From the toolbar, click +Add Task.
- Enter the Task details.
- Once you’ve entered all of the task details, scroll up and click on the blue ‘Save‘ button.
Add Task Screen Fields
| Task Name | Enter the task name. |
| Mark this task as private | If desired, check this box to block other users’ ability to view the task. |
| Billing Status | From the drop-down, click the billing status. |
| 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. |
| Priority | Use the drop-down to select from Low, Medium, or High. |
| Reminders | Click Add Reminder. Use the drop-down and entry fields to set your reminders. |
| 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. |
| Custom Labels | Click Add New Label to add labels, if desired. |
| Description | Enter a task description. |
| Task Options | Use the Status field’s drop-down to click a status.
Important: Once you complete a billable task, you must:
|
| 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:
- Navigate to the Matters section using the left navigation panel.
- Once you’re on the Matters screen, either double-click on a matter or single-click to highlight it, then 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, navigate to the Dashboard in the left-hand panel and choose to view the Me dashboard.
Here, you will find a comprehensive list of all tasks assigned to you.
Viewing All Tasks
To view all tasks, click on ‘Practice Management‘ in the left-hand navigation panel and 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.
