How can I add task under a matter?

1. Click on the Matters tab present on the nap bar.

2. Select the matter for which you want to add task for.

3. Under the matter tab, select the task and click on the "+ New Task" button.

4. Add the details and click on the Save button.

• Related Articles

• How do I link a task to a matter or client?

  Open the Tasks module. Click Add Task or open an existing task for editing. In the task creation window, fill in the task details (title, description, priority, due date, etc.). Find the field labeled Link to Matter (or Linked Matter/Client). Click ...

• How to create a task in the calendar section.

  Click Add in the calendar and select Task. Enter the task details. Add a notification (optional). Link a matter and upload files (optional). Click Save.

• How can I create a new task?

  Go to the Tasks section. Click Add Task. Fill in the task details: Title Description Priority Due date Assignee (Optional) Link the task to a matter or client (see next section). 5. Click Save.

• How do I edit a task?

  Open the Tasks module. Locate the task you want to edit (use search or filters by status, priority, or assignee). Click the task title or the Edit icon next to it. Make the necessary changes (title, description, due date, priority, assignee, or ...

• How to add a new motion in the Matter?

  Go to the Matters section. Select the Matter where you want to add the motion. Open the LawSuite tab and click on the Motions section. Choose your motion type, fill in the details, and click Save. Refer to the image below .