Overview

Law Firm users have the ability to create tasks to delegate work or actions needed from internal team members. They can also add comments and upload pertinent documents related to the task.

The tasks module is accessible from the navigation menu as ‘Tasks’. On the Tasks homepage, all created tasks will be displayed, categorized by their status: Created, In-Progress, On-Hold, Completed, and Closed.

By clicking on the created tasks user will be navigated to the task details