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In App4Legal you can add a new task via the actions Actions button in the stages Stages & activities Activities tab or via the add button Plus button in the Tasks section within each stage.
There are 6 mandatory fields: Task type, description, assigned to, requested by, priority and due date.
- Task Type: A list that can be customized on the fly.
- Add a Description: What is needed to be done on this task.
- Related Matter: The associated matter is selected by default.
- Related Contract: A task may also be related to a contract.
- Stage: You can select the stage that you need to add the task for.
- Assignee: App4Legal User who is going to work on the Task. There is an "Assign to Me" quick button that automatically adds the logged in user to the field.
- Requested by: the user who requested for this task to be done, by default the logged in user.
- Priority: A defined list. Priority serves the color coding on Task Boards
- Due Date: When this task needs to be done by.
- Notify me before: Add reminder related to the task based on the due date and then press save.
Once you add your task it will appear in the stages Stages & activities Activities tab by clicking on the tasks in each stage.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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