Creating 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.

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Add a Task

There are several places within the application from where to add a task:

From Quick Action

From the toolbar atop any page that you are in, click Quick Action.
From the drop-down, click Task.
Enter the Task details.
Once you’ve entered all of the task details, in the top right, click Save.

From Practice

From the left navigation panel, click Practice.
From the Practice menu, click Tasks.
You can add tasks from the Board View and Grid View.
On the Board View, you can add a task to the Not Started and In Progress swimlanes, or from the toolbar atop the screen by clicking Add Task.
On the Grid View, from the toolbar atop the screen, click Add Task.
Enter the Task details.
Once you’ve entered all of the task details, in the top right, click Save.

From Calendar

From the left navigation panel, click Calendar.
In the right drawer on the calendar screen, click Tasks.
From the toolbar atop the panel, click Add Task.
Enter the Task details.
Once you’ve entered all of the task details, in the top right, click Save.

From Matter

From the left navigation panel, click Matters.
Once you’re on the Matters screen, double-click a matter 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, in the top right, click Save.

Add Task Screen Fields

Task Name	Enter the task name.
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.
Mark this task as private	If desired, check this box to block other users’ ability to view the task.
Share via Client Portal	You will see this option if you have the client portal enabled for the matter
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. Note: If you mark this task as Billable, you will see the checkbox, Create timecard for this Task. If you check the box the system will automatically create a timecard for this task based on the rate of the Primary Assignee selected.
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.
Notifications	Click Add a Reminder. Use the drop-down and entry fields to set your reminders.
Description	Enter a task description.
Custom Labels	Click Add a Label to add labels, if desired.
Task Options	Use the Status field’s drop-down to click a status. Once you have completed a task, click Done. This will remove it from the task list. 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.
Priority	Use the drop-down to select from Low, Medium, or High.
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.

To learn how to view a task, change its status, mark it as done or delete a task, see Manage Your Tasks

UpdatedApril 28, 2025

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