Tasks
Tasks are individual pieces of work. They can be linked to a matter (e.g. "Draft motion to dismiss") or stand alone (e.g. "File annual bar registration"). Every task can be assigned to one or more team members, given start and due dates, and tracked through statuses.
What you can do
- Create tasks and assign them to one or more team members
- Set a start date, due date, and priority
- Track status (Not Started, In Progress, Testing, Awaiting Feedback, Complete)
- Use the Kanban board for drag-and-drop status changes
- Add a checklist of items inside a task, optionally assigned to a team member each
- Drag-and-drop attachments onto the comment area, or attach files when creating the task
- Post comments
- Start and stop a built-in timer to log billable time
- Set personal reminders on a task (delivered as in-app notifications and emails)
- Add followers who get notified on activity but are not assigned the work
- Mark a task visible to the client (only when linked to a matter the client is allowed to see)
- Set the task to recur on a schedule
Accessing tasks
The sidebar entry is labeled Tasks. Clicking it opens the firm-wide task list. Above the list are summary cards by status and a Tasks Overview link that drills into a detailed-overview report.
From a matter, open the matter and switch to the Tasks group. Tasks created inside a matter are automatically related to that matter.
You can change only a task that opens for you. A task on a matter an ethical wall screens you from, or one your task list does not show you, cannot be edited, reassigned, re-prioritized, moved on the board or deleted, even from a direct link. A task can be filed only under a client or other record that you can open, and only under a matter whose team you are on or that your role lets you view. A bulk change to priority, milestone, billing, tags or assignees needs permission to edit tasks, the same as changing one task.
A team member an ethical wall screens from a matter cannot be assigned to, or follow, that matter's tasks, and is left off the matter's assignee and follower lists. If you add one anyway, from the task or its form, the task tells you who was not added and why, the next time it opens. Bulk assign skips them. A team member who was already on a task when the wall went up stays listed on it, but gets no further email, notification or reminder about it, and does not see it on the task board or the dashboard. A reminder about a record on that matter is not set for them, and one set before the wall is not sent. Admins are never screened by a wall.
Mentioning a team member in a task comment notifies them only when they can open the task.
Task statuses
| ID | Status | Default color |
|---|---|---|
| 1 | Not Started | slate |
| 4 | In Progress | blue |
| 3 | Testing | sky |
| 2 | Awaiting Feedback | lime |
| 5 | Complete | green |
The Kanban board lays the columns out in the order above. There is no enforced workflow; you can move a task between any two statuses. 
Priorities
There are four built-in priority levels:
| Level | Priority |
|---|---|
| 1 | Low |
| 2 | Medium |
| 3 | High |
| 4 | Urgent |
The priority shows as a colored top-border on each Kanban card.
Plans and availability
Tasks (including the Kanban board, timers, recurring tasks, checklists, reminders, and comments) are available on every plan, including Solo.