- Create a Task Board
- Switch to Another Task Board
- View Tasks
- Create a New Task List
- Add a New Task
- Edit a Task
- Filter Tasks
- Go to Full View
- Search Tasks
The Tasks tab appears prepopulated with a base Task Board.
To create a new task board, select an arrow next to the task name > Switch to another task board > Add another task board.
To access a different task board, select an arrow next to the task name > Switch to another task board, and select the task board you would like to access:
You can view your tasks at the matter or project level and at the individual, user-centric level.
Select an arrow next to the task name > Switch to another task board > My Tasks:
The My Tasks board displays any tasks that have been assigned to you or that you have created:
From here, you can navigate or update an individual task, as well as navigate to any task board related to the tasks. This page also respects the Filters.
To create a new task list, select the ellipsis icon next to any task list, and select Add new task list.
To add a task to the task list, navigate to the bottom of any task list, enter the name of a task, and select Add:
Edit a Task
To edit a task, select the task card in a task list. A task modal opens where you can:
- Add a Description
- Set Due Date
- Provide an Estimate
- Add Checklist Item
- Assign a Task
- Create User-Generated Tags
Add a Description
You can enter a description in the Description box. The Description box also supports @mentions to notify teammates. An @ mentioned user will receive an email notification about the task.
Set Due Date
You can either type the date manually or choose a day in the calendar.
Estimates are a numerical value acting as an estimate to the work effort.
To add a checklist item, enter the text for the checklist and press Enter.
To mark a checklist item as completed, select the check box. The completed item appears as strikethrough text.
Assign a Task
To assign a task, either choose from the users prepopulated in the drop-down menu or start typing the name(s) of the users to which you want to assign the task.
To add or create a user-generated tag, under Tags, select the drop-down option, and either add an existing tag or select Manage Tags to add a new tag or edit an existing tag:
In the upper-left corner of a task board, select the funnel icon. You can filter tasks by:
- Task List
- Assigned to
- Due date
- Estimated time
- Created by
Go to Full View
You can expand the task board to its own window for more real estate and a more focused view of your tasks. To expand into full view, in the upper-right corner, select the Full View button.
Tasks are searchable within their own board.
Enter individual words or terms in the search box next to the magnifying glass icon.