Task Management

To access Task Management:

A. Click on your Tasks from the blue navigation bar
B. Click on the Tasks tab from within any Matter

How to add a Task:

1. Click on the Add Task button
2. Enter a Task Title 
3. Fill out any desired information
4. Click Save
   
   

Required Fields: Task Title

Optional: Task Description, Client, Project, Assignee, Task Due, Priority, and Status

Assignee: This will allow you to select the responsible user for the new task.

Task Due Date: This will allow you to select either a fixed due date or relative due date.

Options:

1. Pick a date: This will allow you to set a fixed due date for your task.
2. Relative To: This will allow you to set a relative due date to either an existing task or project creation date. Project is required to use relative due dates.

Priority: This will allow you to set the level of priority you feel is appropriate for the new task

1. Options: Normal, High, Medium, Low

Status: This will allow you to select if the new task is To be Completed or if the new task is already Completed.

Filters: This will allow you to filter your task list to see the tasks that are important to you.

1.  Options: Priority, Assigned To, Created By, Client, Project, Due Status, Task Status

Sorting: You can sort the task list by clicking on any of the column headings.

How to mark a task completed:

1. Click on the check mark icon next to the listed task and the icon will turn green with the completed date below.

How to access tasks on a Project Level:

1. Click on the Projects tab
2. Select the desired project
3. Click on Tasks tab

You will notice that the listed tasks are for the selected project and it will include both completed and incomplete tasks.