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- 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.
- 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.
- Related Matter: The associated matter is selected by default.
You can also add the estimated effort, contributors, external contributors, preparation of documents and specify if you have received original copy of documents and all the documents submitted by the client .Once you add your task it will appear in the Tasks grid
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