Help Center

Editing or Reassigning a Task

Sometimes you need to make changes to tasks you've created or reassign the task to another person in your firm.

This article helps you find and update your tasks.

 

Editing a Task

  1. In Actionstep Practice Management, do one of the following to find the task you want to edit:
    • Click Tasks in the main menu. Then select the type of task you are searching for (e.g., Incomplete, Due Today, Overdue, etc.).
    • Edit a matter. Then click the Tasks menu icon.
      The task list appears.
  2. Select a task name to open it. The Edit Task window appears.
  3. Make any changes you need. (See Adding a Task to learn about the different fields available on this window.)
  4. Click Save to save your changes.

 

Reassigning a Task to Another User

You can reassign a task to a different user.

 

To do this:

  1. In Actionstep, complete one of the following to find the task you want to edit:
    • Click Tasks in the main menu. Then select the type of task you are searching for (e.g., Incomplete, Due Today, Overdue, etc.).
    • Edit a matter. Then click the Tasks menu icon.
      The task list appears.
  2. Select a task name to open it. The Edit Task window appears.
  3. Click the Assigned to drop-down list and choose the user who should take ownership of the task.
  4. Click Save to save your changes.

 

Changing a Task's Matter, Assignee, or Date

You can easily change who a task is assigned to, its due date, or which matter it's assigned to. You can change one task or update multiple tasks at once, if needed. 

 

To do this:

  1. In Practice Management, go to Tasks and choose the specific type of task you want to update (e.g., Incomplete, Due Today, Overdue, etc.).
  2. In the list of tasks, select the checkbox for one or more tasks. 
  3. Click the Change drop-down list and choose the type of change you want to make:
    • Choose Change Matter to reassign the selected task(s) to a different matter.
    • Choose Change Due Date to assign a new due date to the selected task(s). With this option, you can adjust the existing date by a certain number of days or months, or you can choose a new date. 
    • Choose Change Assignee to assign the task to a different user at your firm.  

 

How-To Video

 

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