Tasks are the individual work items that make up a matter. CaseConnect lets you track tasks by matter, assignee, priority, and due date — and link them to critical dates so deadlines stay connected to the work that needs doing.The Task DashboardGo to Task ...
Each matter has its own Tasks tab. Open a matter and click Tasks to see:All tasks for that matterCritical dates linked to tasksQuick-add task formApply task template button
Go to the Tasks tab of a matter (or click New Task from the Task Dashboard).Fill in:Title — a short, action-oriented description (e.g. "Send client care letter")Assigned to — which team member is responsibleDue date — when the task must be donePriority — ...
StatusMeaningTo DoNot yet startedIn ProgressBeing worked onAwaitingWaiting on someone else (client, third party)CompleteDoneCancelledNo longer neededTo update a status, open the task and change the status dropdown. When you mark a task Complete, you can a ...
Tasks support three types of due dates:Fixed date — a specific calendar date you set manuallyRelative to critical date — calculated as X days before or after a linked critical date (updates automatically if the critical date changes)Relative to another ta ...
To add a comment to a task:Open the task.Go to the Comments section.Type your comment and click Add Comment.To attach a file:Open the task.Go to the Attachments section.Upload the file.Comments and attachments are visible to all users who can access the m ...
A task can be set as dependent on another task — meaning it cannot be started until the other task is complete. This is useful for sequential workflows (e.g. "Send draft contract" must be done before "Chase client approval").When viewing a task list, bloc ...
Task templates let you apply a pre-built checklist of tasks to a matter in one click. They are particularly useful for standard workflows like residential conveyancing, employment tribunal preparation, or company formation.Applying a templateGo to the Tas ...
You can set a reminder on a task to receive a notification before it's due:Open the task.Find the Reminders section.Set how many days/hours before the due date you want to be reminded.Click Save.
From the matter Tasks tab, you can export the task list to CSV for reporting or printing.
Urgency indicator: Tasks due within 24 hours are flagged as Critical. Tasks within 7 days are Urgent. Use the Task Dashboard to triage your day.Private tasks: Use the private flag for sensitive or privileged work items that should not be visible to all ma ...