Tasks on a matter

The Tasks tab of a matter acts as your to-do list for the transaction.

To mark a task as complete, select the checkbox to the left of the task name.

When a task is marked as complete, it may generate either or both of the following:

• An automated action: the task may generate an email, document, SMS template, form or invoice.
• An automated email: the task may trigger an automated email to your stakeholders, notifying them of an update to the transaction.

Note

This provides consistent and timely updates on a matters progress!

Settings

At the top of the Tasks tab you are able to:

Add a New Task

1. Select + Add at the top of the Tasks tab
2. Template: select the type of task you would like to add:
3. Select None to create a brand new task
4. Select Document Esignature Request to create a brand new task that allows you to send a document to be electronically signed.
5. Select a pre-created task to add an existing task from your matter template
6. Name: provide the task with a name

Note

If a pre-created task is added from the matter template, the name will automatically populate.

4. Position: choose where the task should be positioned within the current list

Task Display

Change the way your tasks are displayed by selecting the dropdown list on the right of the Tasks tab:

• Collapse completed: the task will be minimised when completed
• Collapse all: all tasks are minimised, regardless of their current state
• Expand all: all tasks are expanded, regardless of their current state

Task Ordering

Change the order of the tasks on the matter by selecting Order to the right of the Tasks tab:

1. Drag and drop each task into the desired position
2. Confirm

Task Reset

Select Reset to the right of the Tasks tab to revert the task list of the matter according to the current matter template:

1. Enter the matter’s reference
2. Choose whether to keep a record of the completed tasks

Caution

If this checkbox is left unticked, all tasks of the matter will be replaced with those on the current matter template.

Individual Task Settings

Through the settings cog on each task you are able to:

• Amber Traffic Light: manually add an amber alert to the matter
• Red Traffic Light: manually add a red alert to the matter
• Rename: change the name of the task
• Not Applicable: mark the task as not applicable to the matter

Note

This will minimise the task on the workflow, remove any traffic light settings and hide the task within the Stakeholder Portal.

• Delete: remove the task from the matter

Note

Only certain users have permission to delete tasks from a matter.

• Visible to: manually change which stakeholders can see this task within their portal
• Private: manually change the task so it’s not visible in any stakeholder’s portal