You can add task sets to a matter to quickly modify the requirements. The number of task sets available to the matter depends on how the assigned matter plan is set up. 

How to Add a Task Set to a Matter

  1. Navigate to Matters > [Matter Name].
  2. Select the Stages tab. 
  3. Select Add Task Set
  4. Scroll through the list of available task sets.
    • Expand using the dropdown carrot.
    • Select + Add Task Set to confirm
    • Select - Remove Task Set to undo
  5. Select Next
  6. Define task descriptions, assignments, statuses, and due dates. 
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  7. Select Create

 

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