# Hivelight Help Center

> Help center for Hivelight

## Getting started with Hivelight

- [Create a task](https://docs.hivelight.com/en/articles/6954441-create-a-task.md)

## Account Setup

- [Hivelight Overview \(Account Setup\)](https://docs.hivelight.com/en/articles/9443487-hivelight-overview-account-setup.md)
- [Invite users to the workspace](https://docs.hivelight.com/en/articles/6954405-invite-users-to-the-workspace.md)
- [How to change the workspace and matter roles of a user](https://docs.hivelight.com/en/articles/9445052-how-to-change-the-workspace-and-matter-roles-of-a-user.md)
- [How to edit the organization settings in Hivelight](https://docs.hivelight.com/en/articles/9445064-how-to-edit-the-organization-settings-in-hivelight.md)
- [How to revoke a user from a workspace](https://docs.hivelight.com/en/articles/9445077-how-to-revoke-a-user-from-a-workspace.md)
- [How to sync your practice management system to an additional workspace](https://docs.hivelight.com/en/articles/9445113-how-to-sync-your-practice-management-system-to-an-additional-workspace.md)
- [How to add a new workspace to your organization \(and delete it\)](https://docs.hivelight.com/en/articles/9445131-how-to-add-a-new-workspace-to-your-organization-and-delete-it.md)
- [Automatic Task Reassignment \(Matter Roles & Matter Team Roles\)](https://docs.hivelight.com/en/articles/8797952-automatic-task-reassignment-matter-roles-matter-team-roles.md)
- [Organization & Workspace Roles \(Permission Levels\) + Matter Roles & Matter Team Roles \(Responsibility Levels\)](https://docs.hivelight.com/en/articles/9445290-organization-workspace-roles-permission-levels-matter-roles-matter-team-roles-responsibility-levels.md)
- [How to edit your profile settings in Hivelight \(name, password & MFA, title, notifications\)](https://docs.hivelight.com/en/articles/9514613-how-to-edit-your-profile-settings-in-hivelight-name-password-mfa-title-notifications.md)
- [How to edit workspace name, time zone, jurisdictions](https://docs.hivelight.com/en/articles/9514632-how-to-edit-workspace-name-time-zone-jurisdictions.md)
- [How to implement Hivelight or run a pilot for your firm](https://docs.hivelight.com/en/articles/11130506-how-to-implement-hivelight-or-run-a-pilot-for-your-firm.md)

## Hivelight Quick Start

- [Hivelight Overview \(Hivelight Essentials\)](https://docs.hivelight.com/en/articles/9445322-hivelight-overview-hivelight-essentials.md)
- [Turning your browser into your all-in-one practice management system](https://docs.hivelight.com/en/articles/10673468-turning-your-browser-into-your-all-in-one-practice-management-system.md)
- [How to create a matter](https://docs.hivelight.com/en/articles/9446936-how-to-create-a-matter.md)
- [How to create a milestone \(plus due date & target date explained\)](https://docs.hivelight.com/en/articles/9469601-how-to-create-a-milestone-plus-due-date-target-date-explained.md)
- [How to create a task](https://docs.hivelight.com/en/articles/9469786-how-to-create-a-task.md)
- [How to add a roadmap to a matter](https://docs.hivelight.com/en/articles/9448347-how-to-add-a-roadmap-to-a-matter.md)
- [How to create and edit pre-set teams](https://docs.hivelight.com/en/articles/9445091-how-to-create-and-edit-pre-set-teams.md)
- [How to import a matter to Hivelight from your practice management system \(and review it\)](https://docs.hivelight.com/en/articles/9447993-how-to-import-a-matter-to-hivelight-from-your-practice-management-system-and-review-it.md)
- [How to make changes to the team working on a matter \(individually and in bulk\)](https://docs.hivelight.com/en/articles/9453761-how-to-make-changes-to-the-team-working-on-a-matter-individually-and-in-bulk.md)
- [How to use the task list](https://docs.hivelight.com/en/articles/9482390-how-to-use-the-task-list.md)
- [How to use the matter list](https://docs.hivelight.com/en/articles/9482467-how-to-use-the-matter-list.md)
- [Install and use the Hivelight Outlook Add-In](https://docs.hivelight.com/en/articles/9157049-install-and-use-the-hivelight-outlook-add-in.md)
- [How to create and use contacts in Hivelight](https://docs.hivelight.com/en/articles/9448160-how-to-create-and-use-contacts-in-hivelight.md)

## Matters

- [How to sync a matter from Hivelight to your practice management system](https://docs.hivelight.com/en/articles/9448423-how-to-sync-a-matter-from-hivelight-to-your-practice-management-system.md)
- [How to use matter status updates](https://docs.hivelight.com/en/articles/9453825-how-to-use-matter-status-updates.md)
- [How to use matter notes](https://docs.hivelight.com/en/articles/9454492-how-to-use-matter-notes.md)
- [How to update matter properties in Hivelight \(type, jurisdiction, description, name\)](https://docs.hivelight.com/en/articles/9464861-how-to-update-matter-properties-in-hivelight-type-jurisdiction-description-name.md)
- [How to archive, unarchive, and delete a matter](https://docs.hivelight.com/en/articles/9464889-how-to-archive-unarchive-and-delete-a-matter.md)
- [How to use matter tags](https://docs.hivelight.com/en/articles/9464959-how-to-use-matter-tags.md)
- [Quick access to client goals and case resources \(Resources & Insights feature\)](https://docs.hivelight.com/en/articles/9465043-quick-access-to-client-goals-and-case-resources-resources-insights-feature.md)
- [How to update the matter type of your matters in bulk](https://docs.hivelight.com/en/articles/9525825-how-to-update-the-matter-type-of-your-matters-in-bulk.md)
- [How to Sort and Filter the Matter List](https://docs.hivelight.com/en/articles/10567147-how-to-sort-and-filter-the-matter-list.md)

## Milestones

- [How to delete milestones \(individually and in bulk\) on a matter](https://docs.hivelight.com/en/articles/9469695-how-to-delete-milestones-individually-and-in-bulk-on-a-matter.md)
- [How to edit milestone name and description](https://docs.hivelight.com/en/articles/9469743-how-to-edit-milestone-name-and-description.md)
- [How to edit and shift milestones \(individual and in bulk\)](https://docs.hivelight.com/en/articles/9469749-how-to-edit-and-shift-milestones-individual-and-in-bulk.md)

## Tasks

- [How to change a task due date](https://docs.hivelight.com/en/articles/9469931-how-to-change-a-task-due-date.md)
- [How to edit the task name and description](https://docs.hivelight.com/en/articles/9469969-how-to-edit-the-task-name-and-description.md)
- [How to add a task note to a task \(and tag another user to notify them\)](https://docs.hivelight.com/en/articles/9470011-how-to-add-a-task-note-to-a-task-and-tag-another-user-to-notify-them.md)
- [How to change the task assignee or reviewer \(individually and in bulk\)](https://docs.hivelight.com/en/articles/9470021-how-to-change-the-task-assignee-or-reviewer-individually-and-in-bulk.md)
- [How to use task links to show relationships between tasks](https://docs.hivelight.com/en/articles/9470610-how-to-use-task-links-to-show-relationships-between-tasks.md)
- [How to add, edit, and delete task tags](https://docs.hivelight.com/en/articles/9470937-how-to-add-edit-and-delete-task-tags.md)
- [How to mark a task as a priority task](https://docs.hivelight.com/en/articles/9473699-how-to-mark-a-task-as-a-priority-task.md)
- [How to delete a task \(individual and in bulk\)](https://docs.hivelight.com/en/articles/9469811-how-to-delete-a-task-individual-and-in-bulk.md)
- [How to create a task list workflow](https://docs.hivelight.com/en/articles/9674398-how-to-create-a-task-list-workflow.md)

## Roadmaps

- [Roadmaps overview](https://docs.hivelight.com/en/articles/9477644-roadmaps-overview.md)
- [How to create a roadmap \(roadmap editor\)](https://docs.hivelight.com/en/articles/9477702-how-to-create-a-roadmap-roadmap-editor.md)
- [How to update a matter with the new version of a roadmap \(Agile roadmap development\)](https://docs.hivelight.com/en/articles/9482182-how-to-update-a-matter-with-the-new-version-of-a-roadmap-agile-roadmap-development.md)
- [How to edit a roadmap](https://docs.hivelight.com/en/articles/9482307-how-to-edit-a-roadmap.md)

## Reporting & special use cases

- [Reporting in Hivelight \(Overview\)](https://docs.hivelight.com/en/articles/9550603-reporting-in-hivelight-overview.md)
- [Add simple email templates to your tasks](https://docs.hivelight.com/en/articles/10510753-add-simple-email-templates-to-your-tasks.md)
- [How to trigger the creation of a Hivelight matter from a webform](https://docs.hivelight.com/en/articles/10511077-how-to-trigger-the-creation-of-a-hivelight-matter-from-a-webform.md)
- [Create tasks that generate Outlook calendar events](https://docs.hivelight.com/en/articles/10570423-create-tasks-that-generate-outlook-calendar-events.md)
- [Using variables](https://docs.hivelight.com/en/articles/10630453-using-variables.md)
- [Use OneDrive as a DMS with Hivelight](https://docs.hivelight.com/en/articles/11015681-use-onedrive-as-a-dms-with-hivelight.md)
- [How to add document automation to your workflows \(SmarterDrafter\)](https://docs.hivelight.com/en/articles/11160959-how-to-add-document-automation-to-your-workflows-smarterdrafter.md)
- [Automations: Hivelight + Real AML \(for exceptional intake and AML compliance\)](https://docs.hivelight.com/en/articles/12104056-automations-hivelight-real-aml-for-exceptional-intake-and-aml-compliance.md)