Creating and Managing Tasks
Tasks are used to organize workflows, facilitate collaboration, and enable efficient deadline management.
Tasks
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Manage Task Lists
Workflows allow you to create and group tasks to track the progress of a specific process, such as a real estate closing or a court proceeding.
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Track Pending Tasks from Calendar View
You can track and complete pending tasks from the Calendar tab.
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Kanban Task View
Tasks serve as a tool for creating, delegating, and monitoring work among firm users. You can leverage the Kanban Task View to visualize and organize your tasks, completing them based on their priority. Tasks are ordered chronologically, and the oldest tasks are displayed at the top within each column. Each task is associated with one …
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Link an Event or Task to a Matter
You can link an event or task to a matter from the Calendar, Practice Management, and Matter Details screens.
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View a Matter’s Events and Tasks
You can view the events and tasks associated with a matter.
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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 other users from seeing it whether or not they have access to your calendar.
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Manage Task Comments
Comments allow you to communicate with firm users regarding tasks.