Tasks

The Tasks module organises and tracks every office obligation — from internal admin to deadlines tied to specific cases. Tasks carry a priority, status, collaborators, and reminders, so nothing slips. Every task is also available on the Kanban board for visual management.

[ Video guide — insert video or link ]

In this article

• Open the task list
• Create a new task
• Enter task details
• Add collaborators
• Set a reminder
• Save the task
• View task details

Open the task list

• In the main menu, click Tasks.

The list shows the task name, type, status, priority, and start and end times.

[ Screenshot — Task list ]

Note:  If you cannot see this option, you may not have the required permissions. Contact your office administrator.

Create a new task

• Click Add task (+).

[ Screenshot — Add task button ]

Enter task details

• Name (required) — e.g. Preparation of claim, Document analysis, Main hearing.
• Priority (required) — select from the Priority codebook.
• Task type (required) — select from the Task types codebook (e.g. Administrative, Court, Legal, Research).
• Task status (required) — select from the Task status codebook (e.g. Open, In Progress, Completed).
• Start and end times (required) — select the planned dates.
• Case (optional) — link the task to a case.
• Client (optional) — link the task to a client.
• Description (optional) — additional notes or instructions.
• Is the task completed? (optional) — select if the task is done.

[ Screenshot — Task creation form ]

Add collaborators

• Collaborators (optional) — users involved in completing the task. They gain access and can track its status.
• Notify collaborators (optional) — automatically notify all assigned collaborators.

[ Screenshot — Adding collaborators ]

Set a reminder

To be notified before the deadline:

• In the Task reminder field, select the reminder type.
• In the Reminder value field, set when it triggers (e.g. 1 hour, 1 day, or 7 days before the deadline).

The reminder appears through system notifications in the Notifications module.

[ Screenshot — Reminder settings ]

Save the task

• Click Save.

The task appears in the task list and on the Kanban board. If linked to a case, it also appears in that case's Tasks tab.

[ Screenshot — Save button ]

View task details

Open a task to review its basic details, linked case and client, collaborators, status, priority, and description.

Edit a task

• Click Edit (pencil icon in the top bar).
• Modify the required details.
• Click Save.

The Activity history section shows every change with the date, time, and user.

[ Screenshot — Task details ]