Overview

You can manage all of your tasks for a matter directly on the matter details page on the "Tasks" tab.

From the tasks tab, you can:

  • Manage tasks and task dependencies

  • Export tasks

  • Search and/or filter tasks associated to the matter

  • Add time entry, fixed fee, or expense for a task

  • Bulk edit tasks attributes:

    • Priority

    • Description

    • Assignee

    • Status

    • Task Type

    • Start Date

    • Due Date

You can also create a set of task blueprints to import the task blueprint into a matter.

How To Add A Task For A Matter

You can add, edit, delete, and export tasks for your matter.

  • Go to the Matters list page

  • Select a matter in the table by clicking the matter's name

  • On the specific matter detail's page, click the "Tasks" tab

  • Click "Add Task"

  • Client and Matter will be auto populated by default

  • Select Task Type

  • Enter Task Name (required)

  • Enter Description

  • Select Assigned To

  • Select Priority

  • Select Status

  • Select Fee Type for budgeting

  • Enter Budget Hours

  • Enter Budget Amount (when Fee Type is Fixed)

  • Enter Start Date

  • Enter Due Date

  • Check/Uncheck Deadline

  • Enter Duration

  • Select Tags

  • Click "Save"

You have now successfully added a new task for a matter. You should see your new task in the Tasks list table. You may need to refresh the page to view updates.

If you have any questions or comments, let us know!

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