Mobile App Tasks

Have more questions? Submit a request

Create tasks

In the mobile app, you can create a new task by clicking the icon for the create new menu or by creating a new task from directly within a matter.

Create new iconWithin matter
  1. Click the + icon for the create new menu.
  2. Select Task.
  3. Complete the task details, including name, description, the assignee, due date, whether the task is private, priority level, task type, task status, estimated time to complete the task, and add any reminders or a time entry.
  4. Click Save.

 

View and filter tasks

You can filter tasks from within a matter's details page. You can filter tasks by which firm user assigned the task, which firm user the task is assigned to, task status (all, pending, in progress, in review), priority level (all, high, normal, low), task type, and whether the task is visible to all users or only you.

  1. Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
  2. Under Matter contents, click Tasks.
  3. Select Upcoming, Overdue, No due date, or Completed.
  4. Click the filter icon in the top right.
  5. Select your filter parameters and then click Done.
  6. Click the task to view its details.

 

Edit tasks

You can edit tasks from within a matter's details page. 

  1. Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
  2. Under Matter contents, click Tasks.
  3. Select Upcoming, Overdue, No due date, or Completed.
  4. Optional: Click the filter icon in the top right to narrow your results.
  5. Click the task and then select Edit.
  6. Make your changes and then click Save.

 

Mark tasks complete and update task status

When viewing a task you can mark it as complete by swiping to the right of your screen or by editing the task. You can also change the status of a completed task to pending, in progress, or in review.

Mark as complete Update status
  1. Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
  2. Under Matter contents, click Tasks.
  3. Select Upcoming, Overdue, or No due date.
  4. Optional: Click the filter icon in the top right to narrow your results.
  5. Swipe the task to the right and then select Mark as complete. You can also open the task, click the three vertical dots in the upper right corner and then select Mark as complete.

 

Delete tasks

You can delete tasks from within a matter's details page. 

  1. Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
  2. Under Matter contents, click Tasks.
  3. Select Upcoming, Overdue, No due date, or Completed.
  4. Optional: Click the filter icon in the top right to narrow your results.
  5. Click the task to view its details.
  6. Click Edit and then select Delete task. You can also click the three vertical dots in the upper right corner and then select Delete task.
  7. Confirm the action by clicking Delete.

 

Need more help?

Was this article helpful?
0 out of 0 found this helpful