Custom Task Statuses

Lawmatics allows you to create custom task statuses to better align with your firm's unique workflows and processes. This feature enhances task organization and provides clarity on task progress.

Creating Custom Task Statuses:

1. Navigate to Settings:
   • Click on the Settings (gear icon) in the main side navigation.
2. Access Task Settings:
   • In the Settings menu, select Tasks.
3. Add New Status:
   • Click the Add Status button at the bottom of the list.
   • Enter the name of your new task status.
   • Click Save to add it to your list of statuses.

Managing Task Statuses:

• Edit or Delete:
  • To edit a status, click the pencil icon next to the status name, make your changes, and save.
  • To delete a status, click the trash can icon next to the status name.
• Reorder Statuses:
  • Drag and drop statuses to rearrange their order. This order will be reflected in dropdown menus when selecting a status for a task.

Applying Custom Statuses to Tasks:

• When Creating or Editing a Task:
  • In the task creation or editing window, you'll find a dropdown menu labeled Status.
  • Click this dropdown to select from your custom statuses.

Filtering Tasks by Status:

• Tasks Dashboard:
  • Navigate to the Tasks tab in the main side navigation.
  • Use the Status filter to view tasks based on their assigned status.

• View Options:
  • In the Tasks Dashboard, you can switch between List and Kanban views using the layout icon near the top right.
  • In Kanban view, tasks are organized by status columns, allowing you to drag and drop tasks between statuses for easy management.

Benefits of Custom Task Statuses:

• Enhanced Organization: Tailor task statuses to match your firm's specific processes, providing clearer insights into task progress.
• Improved Workflow Management: Easily track and manage tasks through customizable stages, ensuring nothing falls through the cracks.