How to Create a New Task in MatterSuite

How can I create a new task?

  1. Go to the Tasks section.

  2. Click Add Task.

  3. Fill in the task details:

    • Title

    • Description

    • Priority

    • Due date

    • Assignee

  4. (Optional) Link the task to a matter or client (see next section).

5. Click Save.



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