How to mark a task as completed under matter?
1. Click on the Matters tab present on the nap bar.
2. Click on the matter for which you want to mark a task as compeleted.
3. Click on the check icon present in front of the task, that you want to mark it as compeleted, under Tasks tab.
4. Click on the Update button.
Related Articles
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 to mark task as completed?
1. Click on the Contacts tab present on the nap bar. 2- Click on the contact you want to check the completed tasks for, then click on tasks section. 3 - Goto to Tasks tab, click on the tick icon please in the front of the task to mark task as ...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 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.