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 like priority, due date, assignee, and linked matters or clients for better coordination.
MatterSuite also makes it easy to track task status in real time. Tasks can be marked as Pending, In Progress, Completed, or Overdue, giving teams quick visibility into progress and ensuring nothing is missed.
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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 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
Overview of MatterSuite Calendar
The MatterSuite Calendar is a smart and organized scheduling tool designed for law firms and legal teams. It helps users efficiently manage their meetings, hearings, deadlines, appointments, and events; all from one central place. The calendar ...
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 ...
Overview of the Time Tracking Feature in MatterSuite
The Time Tracking feature in MatterSuite helps legal professionals accurately record the time spent on different tasks, matters, & client activities. It ensures that every billable minute is captured, making the billing process efficient, ...