Actionstep Tasks Overview

You can use tasks in Actionstep to organize your personal to-do list as well as review assignments across your entire organization. 

When working with tasks in Actionstep, you can:

• Track the status of a task from 'not started' to 'completed'. 
• Reassign work when a team member is unable to complete the task themselves (perhaps because they are on leave).
• Streamline and monitor workloads.
• Add automated tasks to workflows.

When you're working with a specific matter, you can create new tasks as well as view your task list. Additionally, any tasks associated with a matter can be viewed from the global Tasks menu. Finally, you can create general tasks that aren't associated with specific matters or workflows.  

When you create a new task, the following options are available: 

 You can:

• Associate the task with a matter
• Assign a fixed or relative due date
• Choose the priority for completing the tasks
• Assign the task to someone in your organization (including yourself)
• Assign a quick code or tag for better task management
• Ensure time spent working on the task is tracked
• Set up reminders and alerts 
• Integrate the task into your workflow

To learn more about Actionstep tasks, see the following help articles:

• Adding a Task
• Editing a Task
• Viewing Tasks
• Deleting a Task