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}}
-# '''Enter Description''': Provide a description of the task[[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.
-# '''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]]
-# Associate with a '''Matter'''
+== 1. Getting Started ==
-# Add a '''checklist item'''
+To create a new task:
-# '''Delegate Task''': Assign to yourself or another member.[[File:Step 5 - Create Tasks.png|none|thumb|500x500px]]
-# Set it as "'''High Priority"''' or "'''Low Priority"'''[[File:Step 6.1 - Create Tasks.png|none|thumb|500x500px]]
+* Under the "''Manage''" tab on the ribbon, click ''New Task.''[[File:Step 1 - Create Tasks.png|none|thumb|''New Task'' command.]]
-# '''Delegate Task''': Assign to yourself or another member.
-# '''Add Additional Data''': Pre-fill specific data if relevant to the activity.
+== 2. Enter Details ==
-# '''Save''': The task will appear on your task list.
+* '''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__