How to Manage Tasks Within a Matter
Open the matter record you're working on and navigate to the 'Tasks' tab. By default, your tasks will be displayed in the board format shown below. This allows you to drag and drop tasks from one status (such as to-do) to another (such as in review).
By selecting 'View as Table' you can view the tasks in a more traditional table format. In the table format, you will use the dropdown status menu to toggle the status of a specific task.
The status of the task is important for collaboration amongst the team in making sure that everybody is always on the same page about the next steps in a case. To edit a task, select the blue pencil next to the task you want to edit. A popup window will appear where you can update the user assigned to the task, provide a due date, and update the description.
If you select a specific task, LollyLaw will bring you to the Task Details section for this task where you can collaborate with your coworkers regarding the status of the task.
