How-To:Task: Difference between revisions

Revision as of 15:08, 28 August 2024

ContactsLaw provides a comprehensive task management system, allowing for members to delegate tasks amongst themselves. The software also allows for the future dating of tasks for future review. This article demonstrates how to create a basic task.

Open the app and go to the “Manage” section and click the “New Task”
Enter Description: Provide a description of the task
Start and Due Times: The task will appear on and from the start date. The task will display in red if it has not been completed by the due date.
You can set attributes of a task:
- Priority flags: These can be selected for prioritisation.
- Matter: If the task is associated with a Matter, select the matter.
- Delegation: This indicates who the task is delegated to. It will appear on that member (or group's) task list.

The task can be saved via "Save & Close"

@@ Line 1: / Line 1: @@
+ContactsLaw provides a comprehensive task management system, allowing for members to delegate tasks amongst themselves. The software also allows for the future dating of tasks for future review. This article demonstrates how to create a basic task.
 # Open the app and go to the “'''Manage'''” section and click the “'''New Task'''”[[File:Step 1 - Create Tasks.png|none|thumb]]
 # '''Enter Description''': Provide a description of the task[[File:Step 2 - Create Tasks.png|none|thumb|500x500px]]
-# '''Start and Due Times''': Set these times for prioritisation[[File:Step 3 - Create Tasks.png|none|thumb|500x500px]][[File:Step 4 - Create Tasks.png|none|thumb|500x500px]]
+# '''Start and Due Times''': The task will appear on and from the start date. The task will display in red if it has not been completed by the due date.[[File:Step 3 - Create Tasks.png|none|thumb|500x500px]]
-# Associate with a '''Matter'''
+# You can set attributes of a task:
-# Add a '''checklist item'''
+#* '''Priority flags:''' These can be selected for prioritisation.
-# '''Delegate Task''': Assign to yourself or another member.[[File:Step 5 - Create Tasks.png|none|thumb|500x500px]]
+#* '''Matter:''' If the task is associated with a Matter, select the matter.
-# Set it as "'''High Priority"''' or "'''Low Priority"'''[[File:Step 6.1 - Create Tasks.png|none|thumb|500x500px]]
+#* '''Delegation:''' This indicates who the task is delegated to. It will appear on that member (or group's) task list.
-# '''Delegate Task''': Assign to yourself or another member.
+[[File:Step 5 - Create Tasks.png|none|thumb|500x500px]]The task can be saved via "Save & Close"
-# '''Add Additional Data''': Pre-fill specific data if relevant to the activity.
-# '''Save''': The task will appear on your task list.
 [[Category:How-To]]