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 add new matter in MatterSuite?
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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.