Tasks tab

The Tasks tab is the to-do list for this one client. It’s how your firm tracks the small, human follow-ups that keep a matter moving — call the client back, chase a missing document, confirm an address — assigned to a specific staff member with a due date.

Creating a task

Click New task and fill in:

• What needs doing — a short title, e.g. “Get certified translation of marriage certificate”.
• Assignee — the firm member responsible. Defaults to you; reassign to anyone with access to this client.
• Due date — when it’s needed. Overdue tasks are flagged.
• Notes — optional detail for whoever picks it up.

Working a task

Each task row shows its title, assignee, due date, and status. From the row you can:

• Mark done — completes it and stamps who closed it and when.
• Reassign — hand it to another member.
• Edit — change the title, due date, or notes.
• Delete — remove a task created by mistake.

Client tasks vs. your whole queue

This tab shows tasks for this client only. Your complete queue across every client lives on the My tasks surface in the nav menu, and the firm-wide view lives on the Workflow dashboard. A task created here shows up in both.

Tasks and cases

Tasks are a good fit for the loose follow-ups that don’t belong on the formal case timeline — the phone calls and reminders between filing milestones. When a task represents a real filing step (a form to draft, a signature to collect), track that on the Case tab instead, where it counts toward the case checklist.

Next

Mandamus tab →