Tips

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 matter users.

Template + critical date combination: The most powerful setup is a task template where tasks have relative due dates linked to a critical date. When you enter the hearing date, all preparation tasks auto-calculate.