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

• Related Articles

• 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 link an event with Matter.

  Open the Calendar. Click Add Event (or select an existing event). Enter the event title, date, and description. Click Link to Matter. Choose the relevant matter from the list. Click Save to link the event and finish.

• 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 ...

• 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 to Enable the Client Portal

  Go to the Matter and click on any specific client in your system. Enable the Client Portal Access option. The client will receive an email invitation to log in.