How do I edit a task?

1. Open the Tasks module.
   
   

2. Locate the task you want to edit (use search or filters by status, priority, or assignee).
   
   

3. Click the task title or the Edit icon next to it.
   
   

4. Make the necessary changes (title, description, due date, priority, assignee, or linked matter/client).
   
   

Click Save or Update Task.

• Related Articles

• 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 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 do I edit an existing account’s details?

  Locate the account in the list of accounts. Click the Edit (pencil) icon. Update the required fields. Click Save to apply the changes.

• Overview of the Tasks Module

  The Tasks Module in MatterSuite helps legal professionals efficiently organize and manage daily work. It centralizes all tasks in one place so teams can clearly see responsibilities, track deadlines, and stay productive. Each task can include details ...