How do I export tasks in MatterSuite?
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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Can I download or export ledger data from MatterSuite?
Click the Download (Cloud icon) at the top-right. This allows you to export ledger data for accounting review or bookkeeping.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 ...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 to Export Matters to Excel in MatterSuite?
Go to your MatterSuite Dashboard. Click on the Matters section. Click the Export Matters icon located in the top-right corner. Select the matters you’d like to export. Your data will be automatically downloaded as an Excel sheet. Refer to the image ...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 ...