This article applies to:

Assign a task

Use tasks to remind yourself of a work item or tell other firm members about upcoming work.

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.

Enter a name for the task and due date.

Enter a person's name to assign a task to them.

tip

You have to be on a matter team to be assigned to a task for that matter.

Save the task.

Use filters to change your view in the Tasks widget. Badges indicate a task is new, overdue, or due soon.