Objectives

• Assign Task to a user

Steps

The Tasks tab includes all the tasks associated with the matter. This tab includes task details such as task type, workflow status, effort and so on.

Tasks can be added through the Actions button -> Add New Task or using the quick New button in the main menu.

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.
• 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.

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

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!