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.

Once you have created a task, you can view it, change its status, mark it as complete or delete it. You can manage your tasks from several places within the application:

You can view the events and tasks associated with a matter.

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.

You can link an event or task to a matter from the Calendar, Practice, and Matter Details screens.

Comments allow you to communicate with firm users regarding tasks.

You can track and complete pending tasks from the Calendar tab.

Task Lists 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.

Tasks serve as a tool for creating, delegating, and monitoring work among firm users. With NextGen, you can leverage the Kanban Task View to visualize and organize your tasks, completing them based on their priority.