Manage Tasks

In This Article…

You can use tasks to create, delegate, and monitor work among firm users.

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Add a Task

From Matter Details

To add a task form Matters Details:

From the left navigation panel, click Matters.
On the Matters screen, either double-click a matter, or single-click it to highlight it, and then from the toolbar, click Details.
From the Matter Details navigation, click Task.
From the toolbar atop the Task screen, click Add > Task.

From Activities

To add a task from Activities:

From the left navigation panel, click Activities.
From the Activities left navigation, click Task.
From the toolbar atop the Task screen, click Add > Task.

Add Task Screen Fields

Task Name	Enter the task name.
Mark this task as private	Check the box, if desired.
Link to Matter	Take the appropriate action: Task is Associated with a Matter Enter the first few characters of the matter name. A drop-down displays potential matches. Click the appropriate match. Task is not Associated with a Matter Uncheck the Link to Matter checkbox.
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, 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 display 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: Enter the time and/or expense associated with the task. Edit the task to update the Billing Status to Billed.
Task Color	Click a color to assign it to the task, if desired.
Send Email When Task is Completed	Uncheck the box, or leave it checked.

In the lower right corner, click Save.
The system saves the task and emails the assignees.

Lear how to Create a Timecard for the task you added.

Edit a Task

To edit a task:

Use the steps above to go to the task screen from Matters or Activities.
On the Task screen, either double-click a task, or single-click it to highlight it, and then from the toolbar, click Edit.
On the Edit Task screen, make your updates.

Important

Once you complete a billable task, you must:

- - Enter the time and/or expense associated with the task.
  - Edit the task to update the Billing Status to Billed.

In the lower right corner, click Save.
The system saves your updates.

Delete a Task

To delete a task:

Use the steps above to go to the task screen from Matters or Activities.
On the Task screen, single-click a task to highlight it.
From the toolbar, click Delete.
The Delete Task message box reads: Are you sure you want to delete selected task?
Click Yes.
The system deletes the task.

Sample Task Lists

Updated on July 11, 2023

Tagged: video

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