Tasks can be created manually or automatically. This article will cover the process of manually creating tasks.
Creating a Task
To create a task, click on the 'Global Create Button' and select 'Task' from the resulting drop-down menu. This will open up the task creation window in the form of a pop-up, as per the screenshot below.
As you can see in the screenshot above, there are two tabs at the top of the pop-up window, 'Details' and 'Reminder/Workflow'.
In the 'Details' tab, you can fill out information about the task itself.
The name of the task is a required field, but everything else is optional, even the 'Matter' field. This means you can create a standalone task that is not associated to any particular matter.
You can use the 'Quick-code' options to quickly populate the 'Description' field with preloaded text, and you can also create a new quick-code from the drop-down menu, as per the screenshot below.
After you have filled in all the details, you can choose to add a time entry after the task has been completed. If you are creating the task retrospectively and thus mark it as being complete upon creation, you can check the 'Add time entry...' box and you will be taken to the Time Entry Creation Screen when you save the task.
Before you save, remember to check the 'Reminder/Worfklow' tab, through which you can add a Reminder and make the task compulsory. Reminders can either be in Email, Popup or SMS format.