Objectives
- Assign Task a task to team members in a usercorporate matter
Steps
The Tasks tab includes within a matter is a great way to manage all the tasks associated with the a given matter. This tab includes task allows you to easily view details such as task type, workflow status, effort, and so on. Furthermore, you can easily add new tasks to the matter with just a few clicks.
Tasks can be added through the Actions button in the top right corner of the tasks page -> Add New Task or using the quick New
You can also use the ‘New’ button in the main navigation menu to quickly add new tasks.
Adding a new task requires There are 6 mandatory fields once adding a new task: Task Tile, Task type, assigned to, priority, due date and requested by user.
- Task Title: Title of Give the task a title, or small description.
- Task Type: A list of types that can be customized on the fly, including Research, Meeting the Clients, Attach Docs, and so on.
- Assigned to: App4Legal User who is going to work on the Task. There is an The task can be assigned to any App4Legal user, or you can simply assign it to yourself from the "Assign to Meme" quick button that automatically adds the logged in user to the field.
- Priority: A defined listSpecify the task's priority such as low, medium, high, or critical. Priority serves the color coding on Task Boards
- Due Date: When this task needs to be done The deadline or the specific date by which the task is expected to be completed.
- Notify me before: Add reminder related to the task based on the due date and then press save This allows you to receive a notification or reminder before the task deadline.
- Requested by: the The user who requested for initiated this task to be done, by default the logged request, with the default being the currently logged-in user.
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Additionally, provide a description of what needs to be done
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for this task.
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The associated matter is automatically selected by default.
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You can also add more details like the include additional details such as estimated effort, contributors or locations and the , locations, and any related documents if needed necessary.
Once you add your task, it will appear be displayed in the Tasks grid.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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