Manage Tasks

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

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From Matter Details

Add a Task

To add a task:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, either double-click a matter, or single-click it to highlight it, and then from the toolbar, click Details.
  3. From the Matter Details navigation, click Task.
  4. From the toolbar atop the Task screen, click Add > Task.
  5. On the Add Task screen, in the Task Name field, enter the task name. 
  6. Check the box to Mark this task as private, if desired.
  7. In the Link to Matter field, take the appropriate action:
    • Task is Associated with a Matter
      1. Enter the first few characters of the matter name.
        A drop-down displays potential matches.
      2. Click the appropriate match.
    • Task is not Associated with a Matter
      1. Uncheck the Link to Matter checkbox.
  8. Check the box to Share via Client Portal, if desired.
  9. From the Billing Status field’s drop-down, click the billing status.
  10. From the Start Date field’s drop-down, click the task start date.
  11. From the Due Date field’s drop-down, click the task due date.
  12. From the Priority field’s drop-down, click the task priority.
  13. In the Estimated Hours field, enter the estimated hours.
  14. In the Actual Hours field, enter the actual hours.
  15. In the Reminders field, click Add Reminder. Use the drop-down and entry fields to set your reminders.
  16. From the Primary Assignee field’s drop-down, click the primary assignee. Click Add Additional Assignee to add them when applicable.

    Important

    Only the Primary Assignee receives email reminders.

  17. In the Custom Labels field, click Add New Label to add labels, if desired.
  18. In the Description field, enter a task description.
  19. Under the Task Options section, 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.

  1. In the Task Color field, click a color to assign it to the task, if desired.
  2. Uncheck the Send Email When Task is Completed box, or leave it checked. 
  3. In the lower right corner, click Save.
    The system saves the task and emails the assignees.

Edit a Task

To edit a task:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, either double-click a matter, or single-click it to highlight it, and then from the toolbar, click Details.
  3. From the Matter Details navigation, click Task.
  4. On the Task screen, either double-click a task, or single-click it to highlight it, and then from the toolbar, click Edit.
  5. 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.

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

Delete a Task

To delete a task:

  1. From the left navigation panel, click Matters.
  2. On the Matters screen, either double-click a matter, or single-click it to highlight it, and then from the toolbar, click Details.
  3. From the Matter Details navigation, click Task.
  4. On the Task screen, single-click a task to highlight it.
  5. From the toolbar, click Delete.
    The Delete Task message box reads: Are you sure you want to delete selected task?
  6. Click Yes.
    The system deletes the task.

From Activities

Add a Task

To add a task:

  1. From the left navigation panel, click Activities.
  2. From the Activities left navigation, click Task.
  3. From the toolbar atop the Task screen, click Add > Task.
  4. On the Add Task screen, in the Task Name field, enter the task name. 
  5. Check the box to Mark this task as private, if desired.
  6. In the Link to Matter field, take the appropriate action:
    • Task is Associated with a Matter
      1. Enter the first few characters of the matter name.
        A drop-down displays potential matches.
      2. Click the appropriate match.
    • Task is not Associated with a Matter
      1. Uncheck the Link to Matter checkbox.
  7. Check the box to Share via Client Portal, if desired.
  8. From the Billing Status field’s drop-down, click the billing status.
  9. From the Start Date field’s drop-down, click the task start date.
  10. From the Due Date field’s drop-down, click the task due date.
  11. From the Priority field’s drop-down, click the task priority.
  12. In the Estimated Hours field, enter the estimated hours.
  13. In the Actual Hours field, enter the actual hours.
  14. In the Reminders field, click Add Reminder. Use the drop-down and entry fields to set your reminders.
  15. From the Primary Assignee field’s drop-down, click the primary assignee. Click Add Additional Assignee to add them when applicable.

    Important

    Only the Primary Assignee receives email reminders.

  16. In the Custom Labels field, click Add New Label to add labels, if desired.
  17. In the Description field, enter a task description.
  18. Under the Task Options section, 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.

  1. In the Task Color field, click a color to assign it to the task, if desired.
  2. Uncheck the Send Email When Task is Completed box, or leave it checked. 
  3. In the lower right corner, click Save.
    The system saves the task and emails the assignees.

Edit a Task

To edit a task:

  1. From the left navigation panel, click Activities.
  2. From the Activities left navigation, click Task.
  3. On the Task screen, either double-click a task, or single-click it to highlight it, and then from the toolbar, click Edit.
    The Edit Task screen opens.

    • Enter the time and/or expense associated with the task.
    • Edit the task to update the Billing Status to Billed. Make your updates.
  4. In the lower right corner, click Save.
    The system saves your updates.

Delete a Task

To delete a task:

  1. From the left navigation panel, click Activities.
  2. From the Activities left navigation, click Task.
  3. On the Task screen, single-click a task to highlight it.
  4. From the toolbar, click Delete.
    The Delete Task message box reads: Are you sure you want to delete selected task?
  5. Click Yes.
    The system deletes the task.

Sample Task Lists

 

Updated on April 14, 2022

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