Skip to main content

Workshops & Webinars
- Wednesday Workshops
- Webinar Series
Merlin
Release Notes
- 2026 Release Notes
- 2025 Release Notes
Getting Started
- Initial Setup
- User Configuration
Account Administration
Dashboards & Pipelines
- Pipelines
- Dashboards
  - Custom Dashboards
Matters, Contacts & Companies
Calendar & Scheduling
- Appointments & Booking
- Event Management
  - Event Management
Message Center & SMS
- Message Center
  - Message Center
- SMS/MMS
Automations
Marketing
Documents & Files
Forms
Reports
Tasks
Client Portal
Integrations
Time & Billing

All CollectionsTasks

Tasks

5 articles

Creating Tasks for Users

Custom Task Statuses

Task Comments and Mentions

Completing and Editing Tasks

Lawmatics Help Center