In short
Tasks track case work with an assignee, due date, priority and status. Use a case's Tasks tab for one matter and My Tasks for everything you owe. Start from a checklist template, link tasks to hearings, orders or documents, and see them on a calendar with your hearings. Tasks are included in paid plans and the free trial.
Where tasks live
| View | What it shows |
|---|---|
| Case Tasks tab | The case's tasks as a board, list or calendar, with filters for stage, type, assignee, overdue and due dates. |
| My Tasks | Your work across all cases, as a list or weekly calendar, with Overdue, Due today, Due this week, Due next week and For later. |
| Org view | In a team workspace, shared tasks, the firm's calendar and court matters assigned across the team, filterable by assignee. |
| Tasks flyout | Overdue, Today and This week at a glance from the left rail. |
Create a task
Start
Select New task on the case's Tasks tab or in My Tasks. From My Tasks, pick a case or create the task in the workspace.
Describe it
Add a title, type, matter stage, due date, priority and assignee.
Set visibility
Visible to the matter team, restricted to the creator, assignee and named subscribers, or, for workspace tasks, visible to organisation members.
Link context
Use Add link to attach a document, folder, court matter, hearing, order, case or another task.
Task options
| Option | Choices |
|---|---|
| Type | Task, Matter stage, Order follow-up, Hearing prep, Dependency, Document request, Document action |
| Matter stage | Filing, Notice, Pleadings, Evidence, Arguments, Order, Appeal |
| Priority | Critical, High, Normal, Low, Later |
| Status | Open, In progress, Completed, Cancelled |
Checklist templates
Choose From template to create a whole checklist at once. Filter templates by matter stage, set an anchor date such as the filing, order or hearing date, and preview every task with its due date before creating them. Common starting points include New brief filed, Order received, Appeal prep, Evidence stage and Client intake (KYC).
Working together
- Each task has one assignee and any number of subscribers.
- Subscribers can choose email and WhatsApp notifications.
- Comment on a task and see its full history in Activity.
- Set dependencies (finish to start, start to start, or informational) with an optional offset in days.
- Court alert follow-ups appear at the top of My Tasks when a court alert finds a listed case you don't follow yet.