How do I link a task to a matter or client?

1. Open the Tasks module.
   
   

2. Click Add Task or open an existing task for editing.
   
   

3. In the task creation window, fill in the task details (title, description, priority, due date, etc.).
   
   

4. Find the field labeled Link to Matter (or Linked Matter/Client).
   
   

5. Click the dropdown and select the matter or client:
   
   

• You can scroll the list or type to search.
  
  

6. After selecting the matter/client, review all details.
   
   

Click Save to link the task. Refer to the image

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