Tasks

Tasks are the to-dos of your firm: draft a brief, call a client, file a form. A task can belong to a matter or stand on its own.

Add a task#

1. Click New task, next to the List and Board switch on the Tasks page or on a matter's Tasks tab (there, the task is already on that matter).
2. Fill in:
   • Name, and an optional Description.
   • Matter: link it to a matter, or leave it as Not linked to a matter.
   • Assigned to: one or more members. On a matter task, only members who can see the matter can be picked.
   • Priority (low, normal, high) and Status (pending, in progress, in review, complete).
   • Due date & time: it puts the task on the calendar.
   • Private: only I can see this task: a private task is seen only by you, even by the firm owner, and can only be assigned to you.
   • Reminders and Attachments: see Reminders and Attachments.
3. Click Save, or Save and duplicate to start another task with the same details.

The task list#

Choose a view: Assigned to me, Created by me, All I can see or All uncompleted. Filter by status and priority, or tick Overdue only. Use Mark as completed on a row's ⋯ menu to close it.

The task board#

Switch List to Board, on Tasks or a matter's Tasks tab, to see a column per status: Pending, In progress, In review and Complete. Mattersimple remembers your choice in this browser. The view, priority and overdue filters still apply. Complete shows tasks completed in the last 30 days, and a column shows at most 100 tasks (it says so when there are more).

Drag a task to another column to change its status. You can only drag tasks you can edit. Click a task to open it.

Who sees and changes a task#

• A matter task is seen by everyone who can see the matter, and changed by the people who can edit the matter.
• A task without a matter is seen by the person who created it and its assignees. They can all edit it; only the creator can delete it.
• A private task is seen only by its creator.