Completing Tasks

Written by Mason Davis

Last published at: January 7th, 2022

Share this article:

Tasks can be closed from either the Tasks Module or from the matter details page where the task is associated.


Complete a task from the Tasks module

  1. From the Tasks module, find the desired task and click the Status of 'Open' in the Task Status column.
  2. From the popup window shown below, select 'Completed' from the Status drop down menu.
  3. (Optional) Enter the appropriate Closed On date if different than the current day.
  4. (Optional) Add a comment.
  5. (Optional) Create a billing item for the task.
  6. Click the Set Status button.

Complete a task from the Matter Details page

  1. Open the matter for the task to be completed.
  2. Locate the desired task in the lower portion of the page and click on the status of 'Open' in the Task Status column.
  3. From the popup window shown below, select 'Completed' from the Task Status drop down menu.
  4. (Optional) Enter the appropriate Closed On date if different than the current day.
  5. (Optional) Add a comment.
  6. (Optional) Create a billing item for the task.
  7. Click the Set Status button.