Tasks help your team stay on top of what needs doing — filing deadlines, document prep, client follow-ups, and more.
Create a task
Open the Tasks section, or the Tasks tab on a specific case.
Choose to create a task and give it a title.
Set a priority, a due date, and optionally assign it to a team member.
Save it.
Track task status
Every task has a status so your team can see progress at a glance:
To Do — not started yet.
In Progress — being worked on.
Completed — finished.
Cancelled — no longer needed.
Open a task to change its status, and use the status filter on the Tasks view to focus on what's still outstanding.
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.