Task Item

A task item is an instruction or reminder with no specific start or end time. It appears on the task list for one or more members.

There are 2 principal types of task items:

• Tasks (with associated instructions); and
• To-do items

Task items may be created manually (including by another member) or as part of a workflow process.

Properties

Regardless of type, task items have the following properties:

• Description of the work/reminder
• Status (whether the task has been completed)
• Priority
• Optional start and due dates (to assist with prioritisation)
• Notes (in Markdown format)

Tasks

An instruction requires a particular activity within ContactsLaw to be carried out in order to complete the task.

Instructions can create new items (e.g. documents) or operate on existing items (e.g. authorising a transaction). They can pre-fill certain details in order to save time and simplify the nature of the work.

To-Do Items

To-do items have no special behaviour and can simply be marked complete at the recipient's discretion.

Delegation

Task items can be delegated to one or more members; either directly or by assigning the task to a particular role on a matter (or within the subscription).

Tasks with multiple members operate on a first-come, first-served basis. If there is an associated instruction, members receive a warning if someone has already commenced the work.

Recurrence

All types of task items can be configured to recur according to a specific pattern, which includes:

• Unit (from days to years) and frequency of recurrence
• Start and end of the series (can be open-ended)
• Whether occurrences must fall within business hours
• Any exceptions to the pattern (dates to skip)

Occurrences

Recurring task items behave differently depending on whether a specific occurrence has been created or not. Normally, there is only one active occurrence in a series, which is created when the previous occurrence is completed; all subsequent occurrences are "virtual" and cannot be manipulated individually. You can, however, create any individual occurrence manually.

Deleting all occurrences also deletes the series.

Synchronisation

ContactsLaw supports 2-way synchronisation for task items, via integration with Microsoft 365. You can configure settings for this feature in your member profile.