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 Tasks. This can be accessed by clicking on the filter icon next to the search bar. Select your name in the "Assigned By" bar (either start typing or selecting it from the drop down menu), and the other person's name in the "Assigned To" bar. From here you can see all of the Uncompleted Tasks and the Completed Tasks you have assigned to them.
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 ...
How Do I Make a Time Entry for My Task?
In Zola Suite you have the ability to easily create a Time Entry for any completed Task. Follow the below directions to learn how to create a time entry for a task: First navigate to the task section of Zola Suite. This can be done through your ...
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 ...
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 ...
How Do I Convert an Email to a Task?
If you are in an email and the contents require you or a colleague to Task you can convert that email to a Task quickly and easily within Zola Suite! Navigate to the Email Section Find the email you would like to convert to a Task and click on it. ...
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