Task Item: Difference between revisions
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* '''To-do''' items | * '''To-do''' items | ||
Task items may be created manually (including by another member) or as part of a workflow [[process]]. | Task items may be created manually (including by another member) or as part of a workflow [[Workflow:Process|process]]. | ||
== Properties == | == Properties == | ||
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== Delegation == | == Delegation == | ||
Task items can be delegated to one or more [[Member|members]]; either directly or by assigning the task to a particular [[role]] on a [[matter]] (or within the [[subscription]]). | Task items can be delegated to one or more [[Member|members]]; either directly or by assigning the task to a particular [[Security:Role|role]] on a [[matter]] (or within the [[subscription]]). | ||
Tasks with multiple members operate on a first-come, first-served basis. If there is an associated instruction, members receive a warning if someone has already commenced the work. | Tasks with multiple members operate on a first-come, first-served basis. If there is an associated instruction, members receive a warning if someone has already commenced the work. | ||
Revision as of 16:05, 28 August 2024
A task item is an instruction or reminder with no specific start or end time. It appears on the task list for one or more members.
There are 2 principal types of task items:
- Tasks (with associated instructions); and
- To-do items
Task items may be created manually (including by another member) or as part of a workflow process.
Properties
Regardless of type, task items have the following properties:
- Description of the work/reminder
- Status (whether the task has been completed)
- Priority
- Optional start and due dates (to assist with prioritisation)
- Notes (in Markdown format)
Tasks
An instruction requires a particular activity within ContactsLaw to be carried out in order to complete the task.
Instructions can create new items (e.g. documents) or operate on existing items (e.g. authorising a transaction). They can pre-fill certain details in order to save time and simplify the nature of the work.
To-Do Items
To-do items have no special behaviour and can simply be marked complete at the recipient's discretion.
Delegation
Task items can be delegated to one or more members; either directly or by assigning the task to a particular role on a matter (or within the subscription).
Tasks with multiple members operate on a first-come, first-served basis. If there is an associated instruction, members receive a warning if someone has already commenced the work.
Synchronisation
ContactsLaw supports 2-way synchronisation for task items, via integration with Microsoft 365. You can configure settings for this feature in your member profile.