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
TIP: Actionstep tasks are different from workflow steps, which are built-in processes associated with specific matter types. To learn more about workflows, see Introduction to Workflows.
To learn more about Actionstep tasks, see the following help articles:
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