Overview
You can edit, add time entry, add fixed fee, add expense, add task dependencies, or delete a task that is associated with a matter easily in SurePoint Practice Pro.
How To Edit A Task
You can edit any task associated with a matter directly from the Tasks page or by viewing a specific matter on the Tasks tab of the matter.
Go to the Tasks page from left sidebar navigation OR View a specific matter and go to the Tasks tab
From the table, you can double-click any row item you wish to quickly edit a task
You can also select the "..." three dots icon from the Actions column
Click "Quick Edit" or "View Task Details"
"Quick Edit" will allow you to only edit a task's details.
"View Task Details" will give you the ability to edit details, add task memos, add task dependencies, and view a task's history.
When the new pop-up window opens, edit your task details
Alternatively, when the task details page opens, you can edit your task details, add task memos, add task dependencies, or view the task's history.
All changes are auto-saved and shown at the top right corner
You will see "Changed Detected" when you are actively editing
You will see "Changes Saved" when auto-saved
Click "Done" when complete if editing from the Quick Edit pop-up window
Once you are done editing your task, you will see the details update in the table. If they have not updated properly, simply refresh the page and verify changes.
How To Edit Tasks In Bulk
On the Tasks page, you can select multiple tasks in the table with the checkbox. Then Click on "Bulk Actions" and select your action.
Bulk editing supports the following actions:
Edit Priority
Edit Description
Edit Assignee
Edit Status
Edit Task Type
Edit Start Date
Edit Due Date
Once you've selected an action from "Bulk Actions", then enter the value in the pop-up window and click "Save".
You should see the items successfully updated in the table. You may need to refresh the page to view updates.
If you have any questions, please don't hesitate to contact us.