How-To:Task: Difference between revisions

Latest revision as of 11:41, 12 March 2025

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.

New Task command.

2. Enter Details

Description: Provide a description of the task
Start/Due: 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 role's) task list.
Priority flags: These can be selected for prioritisation.

Task properties.

Task properties (details added).

@@ Line 1: / Line 1: @@
-# Open the app and go to the “Manage” section and click the “New Task”.[[File:Step 1 - Create Tasks.png|none|thumb]]
+{{DISPLAYTITLE:How to Create Tasks}}
-# Add a description, describe the work to be performed[[File:Step 2 - Create Tasks.png|none|thumb|500x500px]]
+[[ContactsLaw]] provides a comprehensive [[Task Item|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.
-# Add Start date/time[[File:Step 3 - Create Tasks.png|none|thumb|500x500px]]
-# Add Due date/time[[File:Step 4 - Create Tasks.png|none|thumb|500x500px]]
+== 1. Getting Started ==
-# Add a Matter, checklist item and Delegate the task to an individual[[File:Step 5 - Create Tasks.png|none|thumb|500x500px]]
+To create a new task:
-# Set it as High Priority or Low Priority[[File:Step 6.1 - Create Tasks.png|none|thumb|500x500px]]
-# Save & Close
+* Under the "''Manage''" tab on the ribbon, click ''New Task.''[[File:Step 1 - Create Tasks.png|none|thumb|''New Task'' command.]]
+== 2. Enter Details ==
+* '''Description''': Provide a description of the task
+* '''Start/Due''': 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 [[Security:Role|role]]'s) task list.
+* '''Priority flags:''' These can be selected for prioritisation.
+[[File:Step 2 - Create Tasks.png|none|thumb|500x500px|Task properties.]][[File:Step 5 - Create Tasks.png|none|thumb|500x500px|Task properties (details added).]]
+[[Category:How-To]]
+__FORCETOC__