Task Management

MatterX Tasks enables firms to allocate matter specific tasks to users with due dates and estimated time allocation per activity.

Tasks can be attributed to a matter manually by adding one task line at a time or via matter templates with pre-determined stages and activities.

To view tasks

• My Tasks are tasks that you are Responsible for completing across all your matters. These are displayed in a list format in your Role Centre.

  

• You can also view Tasks on specific Matter Cards. These tasks are displayed in Stages with tasks being assigned to various users.

  

• You can view All Tasks by selecting Tasks from the Quick List menu options at the top of your Role Centre.

  

  • This list shows tasks across all matters that you have access to.

  

To allocate tasks via matter templates

To allocate a pre-determined list of tasks based on a particular type of matter, you must apply a Matter Template at the point of creating a new matter.

1. Select +Matter from the Actions menu options at the top of your Role Centre.

   

2. Select the corresponding template you wish to use. In this example, select Matter General from the matter templates window and click OK.

   

3. The Matter Card window will appear. Select Client No. to assign matter to a client and fill-out remaining matter card details.

4. A pre-determined Tasks list will appear under the Tasks section of the matter card.

   

5. Allocate a Due Date and a Responsible user per task line.

   

To create tasks manually

To manually allocate individual stages and tasks on a matter, you must select a Blank Matter Template at the point of creating a new matter.

1. Select +Matter from the Actions menu options at the top of your Role Centre.

   

2. Select Matter Blank from the matter templates window and click OK.

   

3. The Matter Card window will appear. Select Client No. to assign matter to a client and fill-out remaining matter card details.

4. Create a new stage by selecting Stage from the Type column in the tasks table. Then enter the Stage's Name in the Name column in the tasks table.

   

5. Add additional task lines with corresponding Due Dates and user Responsible for completion of the task.

   

To execute a task

There are two ways to execute a task:

1. Click the three vertical dots next to the task Type and then select Execute Task.

   

2. Select the Manage action at the top of the Tasks section and then select Execute Task.

   

To execute a conflict check task

1. Click the three vertical dots next to the task Type and then select Execute Task.

   

2. Type in the text you wish to search for in the Search Text box within the Conflict Check window. Select Complete Conflict Check.

   

3. Search results will appear. Select Print to create a Conflict Check report.

   

   • You will be given the option to print the Conflict Check as a report and save it to the matter. Select Yes.

   

4. Word will open and display your Conflict Check Report document.

   

5. The Conflict Check report will be listed under your Documents section on the matter card.

   

To execute a document task

1. Click the three vertical dots next to the task Type and then select Execute Task.

   

2. Create Document window will appear. Work through prompts.

   

3. Choose where to save the document. You can either Save to Matter or Download. Then select Create.

   

4. Word will open and display your document.

   

5. The document will be listed under your Documents section on the matter card.