How-To:Task: Difference between revisions

Revision as of 09:09, 5 July 2024

Open the app and go to the “Manage” section and click the “New Task”
Enter Description: Provide a description of the task
Start and Due Times: Set these times for prioritisation
Associate with a Matter
Add a checklist item
Delegate Task: Assign to yourself or another member.
Set it as "High Priority" or "Low Priority"
Delegate Task: Assign to yourself or another member.
Add Additional Data: Pre-fill specific data if relevant to the activity.
Save: The task will appear on your task list.

@@ 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]]
+# 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, describe the work to be performed[[File:Step 2 - Create Tasks.png|none|thumb|500x500px]]
+# '''Enter Description''': Provide a description of the task[[File:Step 2 - Create Tasks.png|none|thumb|500x500px]]
-# Add Start date/time[[File:Step 3 - Create Tasks.png|none|thumb|500x500px]]
+# '''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]]
-# Add Due date/time[[File:Step 4 - Create Tasks.png|none|thumb|500x500px]]
+# Associate with a '''Matter'''
-# Add a Matter, checklist item and Delegate the task to an individual[[File:Step 5 - Create Tasks.png|none|thumb|500x500px]]
+# Add a '''checklist item'''
-# Set it as High Priority or Low Priority[[File:Step 6.1 - Create Tasks.png|none|thumb|500x500px]]
+# '''Delegate Task''': Assign to yourself or another member.[[File:Step 5 - Create Tasks.png|none|thumb|500x500px]]
-# Save & Close
+# Set it as "'''High Priority"''' or "'''Low Priority"'''[[File:Step 6.1 - Create Tasks.png|none|thumb|500x500px]]
+# '''Delegate Task''': Assign to yourself or another member.
+# '''Add Additional Data''': Pre-fill specific data if relevant to the activity.
+# '''Save''': The task will appear on your task list.
 [[Category:How-To]]