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
Fee Type
Budget Amount
Budget Hours
Add Tags
Remove Tags
Clone Tasks
Clear Start Date
Clear Due Date
Clear Start and Due Date
Delete Tasks
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
Enter Budget Hours
Enter Budget Amount (when Fee Type is Fixed)
Enter Start Date
Enter Due Date
Check/Uncheck Deadline
Enter Duration
Select Tags
Enter External Link
Enter any additional information defined by firm administrator for task custom fields
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!