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.

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• How can I delete a task under a matter?

  1. Click on the Matters tab present on the nap bar. 2. Click on the matter for which you want to delete task. 3. Click on the 3 dots present in front of the task that you wish to delete under the Task tab. Then click on the Delete Task button. 4. ...

• How to mark a task as completed under matter?

  1. Click on the Matters tab present on the nap bar. 2. Click on the matter for which you want to mark a task as compeleted. 3. Click on the check icon present in front of the task, that you want to mark it as compeleted, under Tasks tab. 4. Click on ...

• How to add a motion in Matter?

  1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to add a legal motion. 3. Click on Motions tab, then click on the "+New Motion" button to add a motion. 4. Fill in the required details and click on the Save ...

• How can I edit a task under matter?

  1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to edit task for. 3. Click on the edit icon, under the Tasks tab 4. Make the necessary changes or edits and then click on the Save button.

• How to add a task under a contact?

  1. Click on the Contacts tab present on the nap bar. 2 - Select a Contact in which you want to add a task. 3 - Select Task tab and click on the New Task button. 4 - A window will open. Fill in the task details, and click the Save button.