View Tasks in the Client Portal

If your lawyer has enabled the client portal, they may share tasks for your viewing only.

View Tasks in the Client Portal

To view tasks:

1. Log into the client portal.
2. From the left navigation panel, click Tasks.
   The Tasks screen displays tasks the firm has shared for your viewing.

   Index#	System ID
   Matter	<File number> – <client’s last name, first name> – <associated case>
   Start Date	Date task will begin
   Priority	Task priority level
   Task	Name of task
   Primary Assignee	Firm employee to whom the task is assigned for completion
   Due By	Task due date
   Status	Completed or Pending