There are two ways to add a Task to a Matter.
Add a Task from the Task Module
- Begin by selecting the Tasks module.
- Click the Add button.
- Select the Client.
- Pick a Matter.
- Select the Task Type.
- Select the Owner.
- Choose the Respond By date (or due date).
- Click the Add button to add Documents.
- Enter any Comments.
- Click Save.
Add a Task within a Matter
- Begin by selecting the Matter for which you would like to add a Task.
- The Matter opens. Click the Add Task for Matter button.
Notice the Client and Matter fields are already populated.
- Select the Task Type.
- Select the Owner.
- Choose the Respond By date.
- Click the Add button to add Documents.
- Enter any Comments.
- Click Save.
The below video describes the steps for adding a task to a matter from both the Tasks Module and the Matter Details Page. Click here for instructions on creating custom task types.