Case Tasks

Overview

Case Tasks (/admin/case-tasks) is the firm's task board. It lists the work still to be done across your matters, such as filings, document reviews, research, client calls and court preparation, so deadlines don't slip.

What you see

• A pending tasks list, sorted so the most urgent work is at the top
• The matter each task belongs to (or No matter for firm-wide tasks)
• Who each task is assigned to and when it is scheduled

How to create a task

1. Click Add a new task.

2. Fill in the form:

   Field	What to enter
   Matter	The matter the task is for (optional; leave empty for a firm task)
   Title	A short description (optional)
   Task type	Filing, Document Review, Research, Client Call, or Court Prep
   Priority	Low, Normal, High, or Urgent
   Assign to	The staff member responsible (optional)
   Scheduled	When the work should happen (optional)
   Notes	Anything the assignee needs to know

3. Save. The task appears in the pending list.

A matter can only have one open task of each type, so the board doesn't fill up with duplicates.

How to work a task

1. The assignee clicks Start and the task moves to In Progress.
2. When the work is finished, click Done.
3. If a task is no longer needed, use Cancel task.

Board view

Switch List to Board for a column per status. Drag a card, or use its Move to… menu, to change the status. The board opens on Assigned to me; roles that see every task can switch to Everyone. Done shows the last 14 days. See Matter Board & Stages.

Notes

Tip: Open tasks also appear on the matter's Work tab and feed the AI Staff daily plan.

Best Practices

• Review the board at the start and end of each day.
• Use Urgent priority sparingly, so it still means something.
• Attach tasks to a matter whenever you can, so the matter history stays complete.