Completing and Editing Tasks

Tasks are essential for managing your firm's responsibilities related to each matter. Each task includes a due date and other pertinent details. To optimize task management, ensure that users stay updated on their assigned tasks and mark them as completed when done. There are several different ways that you can go about creating and assigning tasks for your users, learn more about that here.

Once you have tasks created and assigned to you and/or your other firm users, you can edit or complete a task as needed. A user's tasks can be found in several places once they have been created.

• Calendar:
  
  • Navigate to the Calendar tab in the main side navigation.
  • Tasks are displayed in green, while events appear in black.
  • Click on a task to edit its details or mark it as "Done."
  

• Tasks Dashboard:
  
  • Click on the Tasks tab in the main side navigation.
  • To mark a task as completed, click the checkbox on the left.
  • To edit or delete a task, use the pencil (edit) and trash can (delete) icons on the right.

• Matter's Profile:
  
  • Navigate to the specific matter's profile.
  • In the Tasks section:
    • Click the checkbox on the left to mark a task as completed.
    • Use the pencil and trash can icons on the right to edit or delete a task.

• Notifications:
  
  • If in-app notifications for tasks are enabled:
    • Click on the notification icon in the upper-right corner to view all notifications, including tasks.
    • Note: Tasks cannot be edited or completed directly from the notifications panel, but it provides a comprehensive overview of your activity.
  

Automations Triggered by Task Completion:

Upon completing a task, you can trigger automations using the Task Activity entry condition. This feature allows the initiation of subsequent steps in your workflow automatically. Learn more about creating task automations here.

Task Activity Timeline:

Each task maintains a detailed activity timeline, recording changes such as status updates, priority modifications, and due date adjustments. To view this timeline:

• Click on the task from either the Tasks Dashboard or the Matter's Profile to access its activity history.

FAQs:

• I've already created a task and forgot to assign a tag. Can I add one later?

  Yes, you can edit the task from the Calendar, Tasks Dashboard, or the Matter's Profile to add or modify tags.

• Can I edit or complete a task assigned to another user?

  Yes, any user can edit or complete any task, regardless of the assigned owner.

• How does it work if two users are both assigned to one task?

  If multiple users are assigned to a task, each will receive notifications based on their individual settings. When any user marks the task as completed, this status is visible to all assigned users across the Tasks Dashboard, Calendar, and Matter Profile. It's advisable for all assigned users to enable the "Task Marked As Done" notification to stay informed.