How-To:Task: Difference between revisions

Revision as of 12:03, 5 September 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.

1. Getting Started

To create a new task:

Under the "Manage" tab on the ribbon, click New Task.

2. Enter Details

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.

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.
Priority flags: These can be selected for prioritisation.

@@ 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]]
+== 1. Getting Started ==
-# '''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]]
+To create a new task:
-# You can set attributes of a task:
-#* '''Priority flags:''' These can be selected for prioritisation.
+* Under the "''Manage''" tab on the ribbon, click ''New Task.''[[File:Step 1 - Create Tasks.png|none|thumb]]
-#* '''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.
+== 2. Enter Details ==
-[[File:Step 5 - Create Tasks.png|none|thumb|500x500px]]The task can be saved via "Save & Close"
+* '''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.
+* '''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.
+* '''Priority flags:''' These can be selected for prioritisation.
+[[File:Step 2 - Create Tasks.png|none|thumb|500x500px|[[File:Step 5 - Create Tasks.png|none|thumb|500x500px]]]]
 [[Category:How-To]]