Tasks: add, assign and link them

The Tasks page gathers all the firm's tasks: add one fast, assign a colleague, and link it to a matter, contact or lead.

Add a task

1. Choose Tasks in the side menu.
2. Type the title in the bar at the top (for example, prepare the reply memorandum) and press Add.
3. For more press Options: Notes, Due date, Assignee (me or a colleague), and Link to (search a matter, contact or lead).

You can also create a task from the Tasks section of a matter page, or from a contact's or lead's activity (contact page).

Keep track

Groups: Overdue, Today, This week, Later, No date, Done. You can filter:

• Tasks: My tasks (default), Assigned by me, All tasks.
• Status: Open, Overdue, Done, All.
• Link: Matter, Contact, Lead, No link, plus a date range.

On each task: Complete / Reopen, change the assignee, and Delete.

Assigning and notifications

When you assign a colleague they get a notification and an email, such as "Someone assigned you a task…". Tasks linked to a matter also show in the matter's activity log.

Deleting

The task's creator, or an owner or partner, can delete it.