Creating a Task

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 responsible

• Due date — when the task must be done

• Priority — Low, Medium, High, or Urgent

• Task type — the category of work (e.g. Correspondence, Court Filing, Review)

Optional fields:

• Description — detailed instructions or notes

• Estimated hours — for time tracking

• Billable — whether time spent on this task is billable

• Private — restricts visibility to creator and assignee only

• Linked critical date — ties the task's due date to a critical date

• Dependent on — another task that must be completed first

Click Save Task.