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Managing tasks

Create and assign tasks with due dates, on one case or across all cases.

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Written by Jason Praful

Tasks help your team stay on top of what needs doing — filing deadlines, document prep, client follow-ups, and more.

Create a task

  1. Open the Tasks section, or the Tasks tab on a specific case.

  2. Choose to create a task and give it a title.

  3. Set a priority, a due date, and optionally assign it to a team member.

  4. Save it.

🖼️ Image slot — The Create Task dialog with title, priority, due date, and assignee.

Staying on top of tasks

  • The main Tasks view shows tasks across all your cases in one list.

  • Due and overdue tasks surface as Alerts so they're hard to miss.

  • A case's Tasks tab shows just that matter's tasks.

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