Skip to main content

How to create a task

A
Written by Ash Kelso
Updated over a week ago

To add a task to a matter, open the matter.

Select the milestone that you want to add the task to.

Scroll to the bottom of the 'To Do' column and click on the '+ Create task' tile.

Fill in Task Details

When creating a task, provide the following information:

  • Task Name (required)
    Enter a clear and concise name for the task.

  • Task Description (optional)
    Provide additional details or context to describe the task.

  • Assign task to(optional)
    Select the user responsible for completing the task. This can be assigned later.

  • Task Reviewer (optional)
    Choose a user who will review or approve the task once completed. This can also be set at a later time.

  • Due Date
    By default, this will match the target date of the current milestone. You may update it to an earlier date if needed.

  • Mark this task as a Priority (optional)
    Toggle this option to mark the task as a priority.

Click on 'Create'.

Note that if you want to make the task due date later than the target date of the milestone, you will first have to edit the milestone dates. This is to avoid setting tasks later than the relevant deadline they are associated with.

You have all the formatting options when writing the task description (except for tagging other users - use the task notes feature for this), such as:

  • Headings

  • Bold

  • Italics

  • Underlined

  • Strikethrough

  • Links

  • Checklists

  • Bulleted list

  • Numbered list

  • Quote

Did this answer your question?