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.
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Go to the Tasks section. Locate and click the Export icon or Export Tasks option. Choose export settings (if available), such as: Click Export or Download. Refer to the image below
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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 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 ...