Assign a task

Use tasks to remind yourself of a work item or tell other firm members about upcoming work.
  1. Select
    +
    on the task widget.
    All of your tasks appear on the homepage, but you can also go to a matter page to view tasks for that matter.
  2. Enter a name for the task and due date.
  3. Enter a person's name to assign a task to them.
  4. tip
    You have to be on a matter team to be assigned to a task for that matter.
  5. Save the task.
Use filters to change your view in the Tasks widget. Badges indicate a task is new, overdue, or due soon.