Do I get a notification when a task is completed or is overdue?
When creating a new task, you have the option to receive a notification when a task is overdue or completed. You must select these options if you want to receive the notifications.
To activate this option:
Create a new Task
Assign a user
- Under Alarm me when, select the desired option
What Are Sub-Tasks?
Certain tasks, like filing a bankruptcy petition or preparing a contract for the sale of a home, have a number of steps which must be completed. Subtasks allow you to break up a parent task into more granular steps. As you complete the subtasks you ...
What Is the Difference Between a Task and an Event?
Within each matter, you will find separate sections (or tabs) for both Tasks and Events. To properly utilize all of the features, it’s important that you understand the differences between the two. Simply explained, an Event is a one-time event. This ...
How Do I Assign a Task to a Matter?
When you are creating or editing a Task you have the ability to assign the Task to a specific Matter. If you click on the drop-down list under Matters, you will be able to select the Matter and upon Save, you will see the task in the Task tab in ...
How Do I Know If a Task I Assigned to Someone Has Been Completed?
When creating the task, there is an option for the creator to be notified when the Task is completed or overdue. If the Task isn't completed by the set due date, you will be notified. You can also check by using the advanced search feature within ...
How Do I Create a Task Template?
If you are looking to create a template with multiple steps that need to be completed, you can create and edit Task Templates by going to Task Template List. This is accessible through the Task section (there is a Task Templates link on the colored ...
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