Admins can define custom task types completed by firm employees. Litify includes a default library of 40+ different task types. 

How to Create a Task Type

  1. Log in to Litify.
  2. Navigate to App Launcher > Task Types
  3. Select New.
  4. Define the task type's name.
  5. Provide a description.
  6. Add a UTBMS code (optional). 
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  7. Save.

This task type is now available when creating task sets and matter plans.

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