Add, Edit, and View Tasks

This feature allows the user to manage tasks within the application. Users can create a task, and link a task to a matter.

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Add Task

Click Activities
 
Select the Task Tab
 
Click Add
 

Once the Add Task dialogue appears
 
Enter the name of the task
 
Mark the task as private if you do not wish for this task to be viewed by others
 
If you would like to link this task to a matter, select the client/ matter name
 
 “Share via Client Portal – Check this to share the task with a client
 
Choose the billing status of the task (Billable, Unbillable, No Charge, Billed)
 
Choose a start and due date for the task
 
Put a priority status of the task if necessary
 
Send email reminders to users
 
 Add Custom Labels to the task
 
 Enter the description if necessary
 
 Enter the status of the task (not started, in progress, done)
 
Choose a task color (if necessary) for display purposes
 
Click Save.
 
 
Once created, your task will display on task list with the details, including how many days left when there’s a due date.
 
 
If linked to a matter, the task will also display in the matter details section of that particular matter. 
 

After a billable task has taken place, the time and/ or expense for this task must be manually entered. In addition, the status of the task must be changed to “billed” by editing the task.

Editing a Task

Highlight the requested task, and click “Edit”, or Double-click the task you wish to edit. This will bring you to an edit task window.
 
Change the requested information
 
Click “Save”
 
After the task is completed, it will be listed in the Activities/Task section or listed in the task section of the matter details (pictured above).

Set 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.
 
In the “Edit Task” screen, set the priority (importance) to one of the following options:

  • Low
  • Medium
  • High

Set a Task’s Completion Status

In the “Edit Task” screen, under “Task Options”, set the status of the task to one of the following options:

  • Not Started
  • In Progress (if using this option, the user can enter the percentage completed

Set a Task Color

In the “Edit Task” screen, under “Task Options”, set the task color to your liking.
 
After setting all these options, and entering any other requested information, click “Save”.
 
Once finished, these options will be displayed on the task list.
  
 

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 already displayed as the assignee. Click the drop-down next to “Assignee” to change the username.
 
Once changed, and the other requested information is entered, click “Save”.
 
This task will then be listed as assigned to that particular user.

View 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 details of the requested matter
 
By default, the program automatically lists any pending tasks
 

In the status field within the search filter there are various options to view

  • All
  • Pending
  • Done
Select the requested option to view the results
 
Updated on June 7, 2018

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