Actionstep Tasks Overview

Modified on Fri, 7 Jun at 4:58 PM

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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