Viewing Tasks

Created by Allison Cloyd, Modified on Mon, 14 Nov 2022 at 01:14 AM by Allison Cloyd

This article will walk you through the different ways of finding your tasks and how to view them.

Ways to View a Task

  • Tasks Menu
    Navigate to 'Tasks' in the top menu, and then depending on who the task that you're looking for is assigned to, will determine which list you click into next. 
    Tasks menu

    Tasks are largely divided into two categories within this menu - 'My Tasks' and 'Everyone'. You can view your own tasks (and everyone's if you have the correct permissions). Within each of these categories is a submenu with the same set of options as listed below:

    • Incomplete

    • Due Today

    • Overdue

    • High Priority

    • Assigned by Me

    • All

You can also add tags to tasks and create custom task list views based on those tags under Admin > Custom list views > Task list views.
Tags dropdown on the task creation screen

  • Within a Matter
    Use the search bar to search for and open your matter, then click on the 'Tasks' tab
    Tasks tab within a matter