How-To:Task: Difference between revisions

From ContactsLaw Documentation
(Created page with "# Open the app and go to the “Manage” section and click the “New Task”. # Add a description # Add Start date/time # Add Due date/time # Add a Matter # Add a checklist item # Delegate the task to an individual # Set it as High Priority or Low Priority # Save & Close")
 
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# Open the app and go to the “Manage” section and click the “New Task”.
# Open the app and go to the “Manage” section and click the “New Task”.[[File:Step 1 - Create Tasks.png|none|thumb]]
# Add a description
# Add a description, describe the work to be performed[[File:Step 2 - Create Tasks.png|none|thumb|500x500px]]
# Add Start date/time
# Add Start date/time[[File:Step 3 - Create Tasks.png|none|thumb|500x500px]]
# Add Due date/time
# Add Due date/time[[File:Step 4 - Create Tasks.png|none|thumb|500x500px]]
# Add a Matter
# Add a Matter, checklist item and Delegate the task to an individual
# Add a checklist item
# Set it as High Priority or Low Priority[[File:Step 6.1 - Create Tasks.png|none|thumb|500x500px]]
# Delegate the task to an individual
# Set it as High Priority or Low Priority
# Save & Close
# Save & Close

Revision as of 15:45, 27 May 2024

  1. Open the app and go to the “Manage” section and click the “New Task”.
    Step 1 - Create Tasks.png
  2. Add a description, describe the work to be performed
    Step 2 - Create Tasks.png
  3. Add Start date/time
    Step 3 - Create Tasks.png
  4. Add Due date/time
    Step 4 - Create Tasks.png
  5. Add a Matter, checklist item and Delegate the task to an individual
  6. Set it as High Priority or Low Priority
    Step 6.1 - Create Tasks.png
  7. Save & Close