📍Where to Find Tasks & Deadlines
Tasks & Deadlines live inside the Case Navigation sub-menu. You can access Tasks & Deadlines two ways.
Case Overview
Select a case from the Viewing Case dropdown menu
Scroll down to the Case Navigation section
Click Case Overview
Tasks & Deadlines
Select a case from the Viewing Case dropdown menu
Scroll down to the Case Navigation section
Click Tasks & Deadlines
You’ll be taken to the Case Tasks & Deadlines table, where you can:
Create a New Task
View all tasks related to the case
Filter or search for specific tasks by keyword or status
➕ Creating New Tasks & Deadlines
To add new Tasks & Deadlines:
Click the New Task button in the Case Tasks & Deadlines view
A dialog window will appear with a form to complete
The task form includes:
Tasks Title – Brief name of the task
Description – More detail about what needs to be done
Category – Choose from Investigation, Medical, Legal, Client
Priority – Choose from Low, Medium, or High
Due Date – Select a target completion date
Assign To – Assign the task to an attorney or team member in your organization
Editing Tasks & Deadlines:
Tasks & Deadlines can be edited once they are created. Either individually or as a Bulk Action.
Individually Editing
Click the three dots (...) to the right of the Tasks & Deadline
Select Edit Task
Here, you can edit all fields, and you’ll notice a new field called Status. This field provides a list of options to categorize the task’s progress (e.g., Not Started, In Progress, Completed, On Hold, Cancelled).
Bulk Action
When you select multiple Tasks & Deadlines a Bulk Actions button will appear in the upper right hand corner of your screen.
Here, you are provided two options, Mark as Completed and Delete Selected Items.
That’s it! Your task will now appear in the Case Tasks & Deadlines table, where you can manage progress and updates as needed.
If you're not seeing the Tasks & Deadlines tab in the navigation menu, double-check that you’ve selected a case first — it only appears in context of an active case.
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