Manage Tasks
You can use tasks to create, delegate, and monitor work among firm users.
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Tasks
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Track Pending Tasks from Calendar View
You can track and complete pending tasks from the Calendar tab. View Pending Tasks from th… -
Manage Task Comments
Comments allow you to communicate with firm users regarding tasks. From Matter Details… -
Manage Workflows
Workflows allow you to create and group tasks to track the progress of a specific process,… -
Link an Event or Task to a Matter
You can link an event or task to a matter from the Activities and Matter Details screens. Fr… -
Mark an Event or Task as Private
You can mark an event or task as private when you add it to your calendar. This prevents othe… -
View a Matter’s Events and Tasks
You can view the events and tasks associated with a matter. View a Matter’s Calen…
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